Plain-English plan 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, Mortgage Equity Partners Retirement Plan is a benefit plan reported by Mortgage Equity Partners, LLC under EIN 04-3545544 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $8,516,610 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,516,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,516,610
- Net assets (BOY)
- $5,682,295
Income & contributions
- Employer contributions
- $144,227
- Participant contributions
- $884,723
- Total contributions
- $1,991,874
- Total income / additions
- $3,191,644
Expenses & distributions
- Benefits paid
- $292,616
- Administrative expenses
- $55,873
- Total expenses
- $357,329
- Net increase / (decrease)
- $2,834,315