Allied Mortgage Group, Inc. Profit Sharing Plan — Form 5500 plan (Allied Mortgage Group, 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, Allied Mortgage Group, Inc. Profit Sharing Plan is a benefit plan reported by Allied Mortgage Group, Inc. under EIN 23-2721546 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $12,027,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Mortgage Group, Inc.
- EIN
- 23-2721546
- Plan number
- 001
- Plan type
- 2
- Location
- Bala Cynwyd, PA
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $12,027,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241015181301NAL0029349281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,027,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,027,767
- Net assets (BOY)
- $10,402,707
Income & contributions
- Participant contributions
- $755,162
- Total contributions
- $1,058,160
- Total income / additions
- $2,778,504
Expenses & distributions
- Benefits paid
- $1,027,226
- Administrative expenses
- $61,885
- Total expenses
- $1,153,444
- Net increase / (decrease)
- $1,625,060
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Investment Serv | INVESTMENT/FINANCIAL ADVI | $32,997 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $28,930 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Mortgage Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bala Cynwyd, PA
- Northwestern Mutual Investment Serv — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation