Unmb Home Loans Inc. 401(K) Retirement Plan — Form 5500 plan (Unmb Home Loans Inc.)
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, Unmb Home Loans Inc. 401(K) Retirement Plan is a benefit plan reported by Unmb Home Loans Inc. under EIN 11-2590182 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $8,350,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unmb Home Loans Inc.
- EIN
- 11-2590182
- Plan number
- 001
- Plan type
- 2
- Location
- Levittown, NY
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $8,350,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20240801105928NAL0022835153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,350,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,350,323
- Net assets (BOY)
- $6,825,360
Income & contributions
- Employer contributions
- $172,589
- Participant contributions
- $723,716
- Total contributions
- $979,086
- Total income / additions
- $1,910,813
Expenses & distributions
- Benefits paid
- $317,520
- Administrative expenses
- $68,330
- Total expenses
- $385,850
- Net increase / (decrease)
- $1,524,963
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $41,437 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $22,831 | not reported in the loaded dataset | 2023 |
| Securities America Inc. | BROKER / ADVISOR | $0 | $20,870 | 2023 |
| Associated Pension Consultants, Inc | THIRD PARTY ADMINISTRATO | $805 | $3,641 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $3,641 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unmb Home Loans Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Levittown, NY
- Empower Life & Annuity Insurance — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Securities America Inc. — Schedule C compensation
- Associated Pension Consultants, Inc — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation