Mortgage Express, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Mortgage Express, 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, Mortgage Express, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Mortgage Express, LLC under EIN 93-1296762 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $18,024,522 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18MPlan net assets, end of year$18,024,522
Participants140Covered participants reported
Assets / participant$128.7KComputed: assets ÷ participants$128,747 (computed)
Provider compensation$68.7K2 Schedule C provider row(s)$68,660
- Plan sponsor
- Mortgage Express, LLC
- EIN
- 93-1296762
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240920125004NAL0004449091001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$18M total assets
Net assets$18MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,024,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,024,522
- Net assets (BOY)
- $14,891,856
Income & contributions
- Employer contributions
- $215,809
- Participant contributions
- $676,795
- Total contributions
- $892,604
- Total income / additions
- $3,570,085
Expenses & distributions
- Benefits paid
- $368,759
- Administrative expenses
- $68,660
- Total expenses
- $437,419
- Net increase / (decrease)
- $3,132,666
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M Group Investment Advisor | NONE | $54,884 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $13,776 | $0 | 2023 |