2023 Form 5500 filing — Princeton Mortgage Corporation Group Health Benefit 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 20250415160615NAL0006879570001) for Princeton Mortgage Corporation Group Health Benefit Plan, reported by Princeton Mortgage Corporation under EIN 22-2470496 and plan number 501. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415160615NAL0006879570001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Princeton Mortgage Corporation
- EIN
- 22-2470496
- Plan number
- 501
- Location
- Ewing, NJ
- Participants
- 65
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $417,234
- Total liabilities (EOY)
- $295,047
- Net assets (EOY)
- $122,187
- Employer contributions
- $662,416
- Participant contributions
- $377,171
- Total income / additions
- $1,042,690
- Benefits paid
- $548,631
- Administrative expenses
- $15,642
- Total expenses
- $924,585
- Net increase / (decrease)
- $118,105
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dillingham Insurance | BROKER | $29,028 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $17,998 | not reported in the loaded dataset |
| Umr | ADMIN | $15,339 | not reported in the loaded dataset |
| Connectcare3 | OTHER | $3,730 | not reported in the loaded dataset |