2023 Form 5500 filing — Premier Mortgage Resources 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 20241015152841NAL0028934209001) for Premier Mortgage Resources 401(K) Plan, reported by Premier Mortgage Resources under EIN 20-2718340 and plan number 001. It reports 348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152841NAL0028934209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Mortgage Resources
- EIN
- 20-2718340
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 348
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,597,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,597,342
- Employer contributions
- $264,567
- Participant contributions
- $1,286,451
- Total income / additions
- $2,790,025
- Benefits paid
- $1,279,995
- Administrative expenses
- $60,666
- Total expenses
- $1,394,023
- Net increase / (decrease)
- $1,396,002
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,581 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $19,161 | not reported in the loaded dataset |
| Richey May & Co Llp | AUDITOR | $15,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,924 | not reported in the loaded dataset |