2023 Form 5500 filing — Mutual Of Omaha 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 20240926053622NAL0000697330001) for Mutual Of Omaha Mortgage 401(K) Plan, reported by Mutual Of Omaha Mortgage, Inc. under EIN 46-1728831 and plan number 002. It reports 1,377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926053622NAL0000697330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mutual Of Omaha Mortgage, Inc.
- EIN
- 46-1728831
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 1,377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,134,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,134,743
- Employer contributions
- $2,313,052
- Participant contributions
- $6,809,039
- Total income / additions
- $19,468,391
- Benefits paid
- $5,873,409
- Administrative expenses
- $119,022
- Total expenses
- $6,108,943
- Net increase / (decrease)
- $13,359,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Accelerate Investment Advisors LLC | INVESTMENT/FINANCIAL ADVI | $48,290 | $0 |
| 401k Advisors Inc | INVESTMENT/FINANCIAL ADVI | $41,139 | $0 |
| Adp, Inc. | RECORD KEEPER | $29,593 | $0 |