2023 Form 5500 filing — Goprime Mortgage, Inc. 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 20241015131833NAL0016471683001) for Goprime Mortgage, Inc. 401(K) Plan, reported by Goprime Mortgage, Inc. under EIN 20-2409656 and plan number 001. It reports 158 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)$9.5MReported net assets$9,537,136
Participants158
Provider compensation$69.1K4 Schedule C row(s)$69,124
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015131833NAL0016471683001
- Plan sponsor
- Goprime Mortgage, Inc.
- EIN
- 20-2409656
- Plan number
- 001
- Location
- Apex, NC
- 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)$9.5M total assets
Net assets$9.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,537,136
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,537,136
- Employer contributions
- $0
- Participant contributions
- $552,856
- Total income / additions
- $2,051,080
- Benefits paid
- $1,276,622
- Administrative expenses
- $68,719
- Total expenses
- $1,381,607
- Net increase / (decrease)
- $669,473
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealthshield Partners, LLC | INVESTMENT ADVISOR | $43,807 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $12,518 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,379 | not reported in the loaded dataset |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $4,420 | not reported in the loaded dataset |