Go Mortgage, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Go 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, Go Mortgage, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Go Mortgage, LLC under EIN 39-1813773 and plan number 001. The latest loaded filing year is 2023. The filing reports 386 participants and $7,417,339 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Go Mortgage, LLC
EIN
39-1813773
Plan number
001
Plan type
2
Location
Brookfield, WI
Latest filing year
2023
Participants
386
End-of-year plan assets
$7,417,339

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023386H, C20240805095814NAL0002168048001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,417,339
Total liabilities (EOY)
$0
Net assets (EOY)
$7,417,339
Net assets (BOY)
$9,008,344

Income & contributions

Participant contributions
$875,833
Total contributions
$1,194,190
Total income / additions
$2,559,161

Expenses & distributions

Benefits paid
$4,055,973
Administrative expenses
$37,489
Total expenses
$4,150,166
Net increase / (decrease)
-$1,591,005

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$26,357not reported in the loaded dataset2023
Sikich Cpa LLCNONE$10,000not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages