2023 Form 5500 filing — Thrive Mortgage 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724142615NAL0027671970001) for Thrive Mortgage 401(K) Plan, reported by Thrive Mortgage, LLC under EIN 20-0353048 and plan number 001. It reports 821 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724142615NAL0027671970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thrive Mortgage, LLC
- EIN
- 20-0353048
- Plan number
- 001
- Location
- Georgetown, TX
- Participants
- 821
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,476,043
- Net assets (EOY)
- $19,476,043
- Employer contributions
- $282,987
- Participant contributions
- $1,865,067
- Total income / additions
- $5,415,502
- Benefits paid
- $9,746,597
- Administrative expenses
- $222,327
- Total expenses
- $9,968,924
- Net increase / (decrease)
- -$4,553,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $111,992 | $0 |
| Endure Retirement, LLC | INVESTMENT ADVISORY - PLA | $94,409 | $0 |