2023 Form 5500 filing — Allied Mortgage Group, Inc. 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 20241015181301NAL0029349281001) for Allied Mortgage Group, Inc. Profit Sharing Plan, reported by Allied Mortgage Group, Inc. under EIN 23-2721546 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015181301NAL0029349281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Mortgage Group, Inc.
- EIN
- 23-2721546
- Plan number
- 001
- Location
- Bala Cynwyd, PA
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,027,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,027,767
- Participant contributions
- $755,162
- Total income / additions
- $2,778,504
- Benefits paid
- $1,027,226
- Administrative expenses
- $61,885
- Total expenses
- $1,153,444
- Net increase / (decrease)
- $1,625,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment Serv | INVESTMENT/FINANCIAL ADVI | $32,997 | $0 |
| Adp, Inc. | RECORD KEEPER | $28,930 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |