Mann Mortgage, LLC 401(K) Plan — Form 5500 plan (Mann Mortgage, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mann Mortgage, LLC 401(K) Plan is a benefit plan reported by Mann Mortgage, LLC under EIN 34-2000096 and plan number 001. The latest loaded filing year is 2023. The filing reports 467 participants and $27,289,827 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mann Mortgage, LLC
- EIN
- 34-2000096
- Plan number
- 001
- Plan type
- 2
- Location
- Kalispell, MT
- Latest filing year
- 2023
- Participants
- 467
- End-of-year plan assets
- $27,289,827
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H, C | 20240814111201NAL0011687057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,289,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,289,827
- Net assets (BOY)
- $21,944,712
Income & contributions
- Employer contributions
- $718,571
- Participant contributions
- $1,874,381
- Total contributions
- $3,434,774
- Total income / additions
- $7,358,951
Expenses & distributions
- Benefits paid
- $1,881,983
- Administrative expenses
- $131,853
- Total expenses
- $2,013,836
- Net increase / (decrease)
- $5,345,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co., L.P. | RIA | $48,548 | $0 | 2023 |
| Wilshire Associates Inc (Usa) | RIA | $4,855 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,786 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mann Mortgage, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Kalispell, MT
- Edward D Jones & Co., L.P. — Schedule C compensation
- Wilshire Associates Inc (Usa) — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation