Premier Mortgage Resources 401(K) Plan — Form 5500 plan (Premier Mortgage Resources)
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, Premier Mortgage Resources 401(K) Plan is a benefit plan reported by Premier Mortgage Resources under EIN 20-2718340 and plan number 001. The latest loaded filing year is 2023. The filing reports 348 participants and $8,597,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier Mortgage Resources
- EIN
- 20-2718340
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 348
- End-of-year plan assets
- $8,597,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 348 | H, C | 20241015152841NAL0028934209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,597,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,597,342
- Net assets (BOY)
- $7,201,340
Income & contributions
- Employer contributions
- $264,567
- Participant contributions
- $1,286,451
- Total contributions
- $1,650,524
- Total income / additions
- $2,790,025
Expenses & distributions
- Benefits paid
- $1,279,995
- Administrative expenses
- $60,666
- Total expenses
- $1,394,023
- Net increase / (decrease)
- $1,396,002
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,581 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $19,161 | not reported in the loaded dataset | 2023 |
| Richey May & Co Llp | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,924 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premier Mortgage Resources
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Empower Annuity Insurance Company O — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Richey May & Co Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation