Plan5500

Princeton Mortgage Corporation Group Health Benefit Plan — Form 5500 plan (Princeton 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, Princeton Mortgage Corporation Group Health Benefit Plan is a benefit plan reported by Princeton Mortgage Corporation under EIN 22-2470496 and plan number 501. The latest loaded filing year is 2023. The filing reports 65 participants and $417,234 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Princeton Mortgage Corporation
EIN
22-2470496
Plan number
501
Plan type
2
Location
Ewing, NJ
Latest filing year
2023
Participants
65
End-of-year plan assets
$417,234

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202365I, C20250415160615NAL0006879570001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$417,234
Total liabilities (EOY)
$295,047
Net assets (EOY)
$122,187
Net assets (BOY)
$4,082

Income & contributions

Employer contributions
$662,416
Participant contributions
$377,171
Total income / additions
$1,042,690

Expenses & distributions

Benefits paid
$548,631
Administrative expenses
$15,642
Total expenses
$924,585
Net increase / (decrease)
$118,105

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dillingham InsuranceBROKER$29,028not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$17,998not reported in the loaded dataset2023
UmrADMIN$15,339not reported in the loaded dataset2023
Connectcare3OTHER$3,730not reported in the loaded dataset2023

Related Form 5500 pages