2023 Form 5500 filing — Mortgage Equity Partners 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 20241014153621NAL0027734225001) for Mortgage Equity Partners Retirement Plan, reported by Mortgage Equity Partners, LLC under EIN 04-3545544 and plan number 001. It reports 167 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)$8.5MReported net assets$8,516,610
Participants167
Provider compensation$1.5K1 Schedule C row(s)$1,474
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014153621NAL0027734225001
- Plan sponsor
- Mortgage Equity Partners, LLC
- EIN
- 04-3545544
- Plan number
- 001
- Location
- Lynnfield, MA
- 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)$8.5M total assets
Net assets$8.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,516,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,516,610
- Employer contributions
- $144,227
- Participant contributions
- $884,723
- Total income / additions
- $3,191,644
- Benefits paid
- $292,616
- Administrative expenses
- $55,873
- Total expenses
- $357,329
- Net increase / (decrease)
- $2,834,315
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $1,474 | $0 |