2023 Form 5500 filing — Advisors Mortgage Group 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 20241011083710NAL0038217616001) for Advisors Mortgage Group 401(K) Plan, reported by Advisors Mortgage Group under EIN 22-3626426 and plan number 001. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083710NAL0038217616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advisors Mortgage Group
- EIN
- 22-3626426
- Plan number
- 001
- Location
- Ocean, NJ
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,962,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,962,308
- Employer contributions
- $214,795
- Participant contributions
- $1,102,007
- Total income / additions
- $3,260,208
- Benefits paid
- $602,871
- Administrative expenses
- $15,027
- Total expenses
- $617,898
- Net increase / (decrease)
- $2,642,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bleakley Financial Group LLC | SERVICE PROVIDER | $0 | $27,688 |