2023 Form 5500 filing — Mortgage Express, LLC 401(K) Profit Sharing 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 20240920125004NAL0004449091001) for Mortgage Express, LLC 401(K) Profit Sharing Plan, reported by Mortgage Express, LLC under EIN 93-1296762 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920125004NAL0004449091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mortgage Express, LLC
- EIN
- 93-1296762
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,024,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,024,522
- Employer contributions
- $215,809
- Participant contributions
- $676,795
- Total income / additions
- $3,570,085
- Benefits paid
- $368,759
- Administrative expenses
- $68,660
- Total expenses
- $437,419
- Net increase / (decrease)
- $3,132,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M Group Investment Advisor | NONE | $54,884 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $13,776 | $0 |