Plan5500

United Mortgage Corp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Mortgage Corp (EIN 11-3073502) is a plan sponsor located in Melville, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
11-3073502
Location
Melville, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for United Mortgage Corp

  • 1 loaded plans hold $9.1M in reported assets.
  • The largest, United Mortgage Corp 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 371 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.1MSummed across loaded plans$9,063,790
Total reported assets$9.1M$9,063,790
Total reported participants371
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.1M total assets
Net assets$9.1MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$888.6K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$2M
Net increase / (decrease)$399.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%United Mortgage Corp 401(K) Profit Sharing Plan And Trust
Participants per plan371Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    United Mortgage Corp 401(K) Profit Sharing Plan And Trust$9.1M
    Plan #001 · 371 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for United Mortgage Corp. Open one for its full reported snapshot.

  1. 2023
    United Mortgage Corp 401(K) Profit Sharing Plan And Trust371 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does United Mortgage Corp report on Form 5500?
United Mortgage Corp (EIN 11-3073502) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for United Mortgage Corp?
The Employer Identification Number (EIN) reported for United Mortgage Corp is 11-3073502.
What is the latest Form 5500 filing year for United Mortgage Corp?
The latest loaded Form 5500 filing year for United Mortgage Corp is 2023.

Related Form 5500 pages