Dovenmuehle Mortgage, Inc. Savings And Retirement Plan — Form 5500 plan (Dovenmuehle Mortgage, Inc.)

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, Dovenmuehle Mortgage, Inc. Savings And Retirement Plan is a benefit plan reported by Dovenmuehle Mortgage, Inc. under EIN 36-2435132 and plan number 019. The latest loaded filing year is 2023. The filing reports 3,414 participants and $57,293,515 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dovenmuehle Mortgage, Inc.
EIN
36-2435132
Plan number
019
Plan type
2
Location
Lake Zurich, IL
Latest filing year
2023
Participants
3,414
End-of-year plan assets
$57,293,515

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,414H, C20241011075839NAL0010714691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,293,515
Total liabilities (EOY)
$0
Net assets (EOY)
$57,293,515
Net assets (BOY)
$46,401,416

Income & contributions

Employer contributions
$1,857,345
Participant contributions
$5,690,465
Total contributions
$8,298,254
Total income / additions
$16,025,739

Expenses & distributions

Benefits paid
$5,070,455
Administrative expenses
$19,473
Total expenses
$5,133,640
Net increase / (decrease)
$10,892,099

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$19,400$02023

Related Form 5500 pages