Movement Mortgage 401(K) Plan — Form 5500 plan (Movement Mortgage, LLC)

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, Movement Mortgage 401(K) Plan is a benefit plan reported by Movement Mortgage, LLC under EIN 26-0595342 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,938 participants and $291,636,506 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Movement Mortgage, LLC
EIN
26-0595342
Plan number
001
Plan type
3
Location
Indian Land, SC
Latest filing year
2023
Participants
5,938
End-of-year plan assets
$291,636,506

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,938H, C20240925152131NAL0005553379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$291,636,506
Total liabilities (EOY)
$0
Net assets (EOY)
$291,636,506
Net assets (BOY)
$229,611,153

Income & contributions

Employer contributions
$12,913,696
Participant contributions
$28,347,948
Total contributions
$66,320,149
Total income / additions
$108,372,887

Expenses & distributions

Benefits paid
$45,776,318
Administrative expenses
$537,728
Total expenses
$46,347,534
Net increase / (decrease)
$62,025,353

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$525,254$02023
Rpa Financial, LLCINVESTMENT ADVISORY$12,474$262023

Related Form 5500 pages