2023 Form 5500 filing — Union Home Mortgage Corporation 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 20241015081607NAL0015976563001) for Union Home Mortgage Corporation 401(K) Plan, reported by Union Home Mortgage Corporation under EIN 34-1084436 and plan number 001. It reports 1,590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081607NAL0015976563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Home Mortgage Corporation
- EIN
- 34-1084436
- Plan number
- 001
- Location
- Strongsville, OH
- Participants
- 1,590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,465,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,465,083
- Employer contributions
- $1,392,817
- Participant contributions
- $9,116,628
- Total income / additions
- $26,544,046
- Benefits paid
- $9,262,227
- Administrative expenses
- $164,189
- Total expenses
- $9,437,134
- Net increase / (decrease)
- $17,106,912
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $86,562 | $0 |
| Vantage Financial Group Inc | ADVISOR | $77,627 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | ADVISOR | $0 | $52,548 |