United Wholesale Mortgage, LLC Profit Sharing Plan And Trust — Form 5500 plan (United Wholesale 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, United Wholesale Mortgage, LLC Profit Sharing Plan And Trust is a benefit plan reported by United Wholesale Mortgage, LLC under EIN 38-2750395 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,065 participants and $149,801,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Wholesale Mortgage, LLC
- EIN
- 38-2750395
- Plan number
- 001
- Plan type
- 2
- Location
- Pontiac, MI
- Latest filing year
- 2023
- Participants
- 7,065
- End-of-year plan assets
- $149,801,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,065 | H, C | 20240806104950NAL0003819392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,801,520
- Total liabilities (EOY)
- $337,634
- Net assets (EOY)
- $149,463,886
- Net assets (BOY)
- $110,386,980
Income & contributions
- Employer contributions
- $3,840,813
- Participant contributions
- $22,399,595
- Total contributions
- $28,980,152
- Total income / additions
- $54,066,855
Expenses & distributions
- Benefits paid
- $13,660,201
- Administrative expenses
- $522,776
- Total expenses
- $14,989,949
- Net increase / (decrease)
- $39,076,906
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $388,399 | $0 | 2023 |
| Cadaret Grant & Co Inc | ADVISOR | $120,107 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $14,270 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Wholesale Mortgage, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Pontiac, MI
- Fidelity Investments Institutional — Schedule C compensation
- Cadaret Grant & Co Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation