Premium Mortgage Corporation 401(K) Plan — Form 5500 plan (Premium Mortgage Corporation)
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, Premium Mortgage Corporation 401(K) Plan is a benefit plan reported by Premium Mortgage Corporation under EIN 16-1566654 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $12,882,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premium Mortgage Corporation
- EIN
- 16-1566654
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $12,882,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20250505080212NAL0017601570001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,882,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,882,820
- Net assets (BOY)
- $10,994,484
Income & contributions
- Employer contributions
- $194,544
- Participant contributions
- $1,204,401
- Total contributions
- $1,544,004
- Total income / additions
- $3,481,456
Expenses & distributions
- Benefits paid
- $1,538,735
- Administrative expenses
- $53,217
- Total expenses
- $1,593,120
- Net increase / (decrease)
- $1,888,336
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excel Securities & Assoc., Inc. | INVESTMENT/FINANCIAL ADVI | $39,845 | $0 | 2023 |
| Insero & Company Cpas, Llp | ACCOUNTANT | $7,000 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $6,372 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premium Mortgage Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Excel Securities & Assoc., Inc. — Schedule C compensation
- Insero & Company Cpas, Llp — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation