Royal United Mortgage LLC 401(K) Plan — Form 5500 plan (Royal United 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, Royal United Mortgage LLC 401(K) Plan is a benefit plan reported by Royal United Mortgage, LLC under EIN 26-1773722 and plan number 001. The latest loaded filing year is 2023. The filing reports 499 participants and $17,293,390 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Royal United Mortgage, LLC
- EIN
- 26-1773722
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 499
- End-of-year plan assets
- $17,293,390
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 499 | H, C | 20241014090423NAL0026871249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,293,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,293,390
- Net assets (BOY)
- $15,462,320
Income & contributions
- Employer contributions
- $239,060
- Participant contributions
- $1,435,021
- Total contributions
- $1,689,504
- Total income / additions
- $4,455,729
Expenses & distributions
- Benefits paid
- $2,523,702
- Administrative expenses
- $100,957
- Total expenses
- $2,624,659
- Net increase / (decrease)
- $1,831,070
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $51,888 | $0 | 2023 |
| Shepherd Financial Investment Adv | INVESTMENT ADVISOR | $36,998 | not reported in the loaded dataset | 2023 |
| Blue Benefits Consulting, Inc. | CONTRACT ADMIN | $14,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Royal United Mortgage, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Empower Annuity Ins Co Of America — Schedule C compensation
- Shepherd Financial Investment Adv — Schedule C compensation
- Blue Benefits Consulting, Inc. — Schedule C compensation