Union Home Mortgage Corporation 401(K) Plan — Form 5500 plan (Union Home 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, Union Home Mortgage Corporation 401(K) Plan is a benefit plan reported by Union Home Mortgage Corporation under EIN 34-1084436 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,590 participants and $75,465,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Home Mortgage Corporation
- EIN
- 34-1084436
- Plan number
- 001
- Plan type
- 2
- Location
- Strongsville, OH
- Latest filing year
- 2023
- Participants
- 1,590
- End-of-year plan assets
- $75,465,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,590 | H, C | 20241015081607NAL0015976563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,465,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,465,083
- Net assets (BOY)
- $58,358,171
Income & contributions
- Employer contributions
- $1,392,817
- Participant contributions
- $9,116,628
- Total contributions
- $15,354,533
- Total income / additions
- $26,544,046
Expenses & distributions
- Benefits paid
- $9,262,227
- Administrative expenses
- $164,189
- Total expenses
- $9,437,134
- Net increase / (decrease)
- $17,106,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $86,562 | $0 | 2023 |
| Vantage Financial Group Inc | ADVISOR | $77,627 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks LLC | ADVISOR | $0 | $52,548 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Union Home Mortgage Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Strongsville, OH
- Fidelity Investments Institutional — Schedule C compensation
- Vantage Financial Group Inc — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation