2023 Form 5500 filing — Total Mortgage Services, LLC 401(K) Profit Sharing 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 20241015153541NAL0048695904001) for Total Mortgage Services, LLC 401(K) Profit Sharing Plan, reported by Total Mortgage Services, L.L.C under EIN 06-1484285 and plan number 002. It reports 422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153541NAL0048695904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Total Mortgage Services, L.L.C
- EIN
- 06-1484285
- Plan number
- 002
- Location
- Milford, CT
- Participants
- 422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,931,531
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,931,531
- Employer contributions
- $211,192
- Participant contributions
- $1,420,405
- Total income / additions
- $3,953,566
- Benefits paid
- $1,142,580
- Administrative expenses
- $31,339
- Total expenses
- $1,366,660
- Net increase / (decrease)
- $2,586,906
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | N/A | $16,313 | not reported in the loaded dataset |
| Fidelity Investments | N/A | $8,979 | $0 |
| Lincoln National Corporation | N/A | $5,733 | $0 |
| Pasi, LLC | N/A | $255 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | N/A | $59 | not reported in the loaded dataset |