2023 Form 5500 filing — Royal United Mortgage LLC 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 20241014090423NAL0026871249001) for Royal United Mortgage LLC 401(K) Plan, reported by Royal United Mortgage, LLC under EIN 26-1773722 and plan number 001. It reports 499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.3MReported net assets$17,293,390
Participants499
Provider compensation$103.6K3 Schedule C row(s)$103,636
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014090423NAL0026871249001
- Plan sponsor
- Royal United Mortgage, LLC
- EIN
- 26-1773722
- Plan number
- 001
- Location
- Indianapolis, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.3M total assets
Net assets$17.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,293,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,293,390
- Employer contributions
- $239,060
- Participant contributions
- $1,435,021
- Total income / additions
- $4,455,729
- Benefits paid
- $2,523,702
- Administrative expenses
- $100,957
- Total expenses
- $2,624,659
- Net increase / (decrease)
- $1,831,070
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $51,888 | $0 |
| Shepherd Financial Investment Adv | INVESTMENT ADVISOR | $36,998 | not reported in the loaded dataset |
| Blue Benefits Consulting, Inc. | CONTRACT ADMIN | $14,750 | not reported in the loaded dataset |