2023 Form 5500 filing — Mortgage Investors Group 401(K) Retirement 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 20240913103353NAL0019550050001) for Mortgage Investors Group 401(K) Retirement Plan, reported by Mortgage Investors Group under EIN 83-0310268 and plan number 001. It reports 507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913103353NAL0019550050001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mortgage Investors Group
- EIN
- 83-0310268
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 507
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,152,713
- Total liabilities (EOY)
- $120
- Net assets (EOY)
- $30,152,593
- Employer contributions
- $195
- Participant contributions
- $2,001,385
- Total income / additions
- $6,255,950
- Benefits paid
- $4,378,693
- Administrative expenses
- $189,408
- Total expenses
- $4,568,101
- Net increase / (decrease)
- $1,687,849
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMIN | $103,700 | $0 |
| Rather & Kittrell Capital Mgnt. | INVESTMENT ADVISOR | $85,708 | not reported in the loaded dataset |