Mortgage Investors Group 401(K) Retirement Plan — Form 5500 plan (Mortgage Investors Group)
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, Mortgage Investors Group 401(K) Retirement Plan is a benefit plan reported by Mortgage Investors Group under EIN 83-0310268 and plan number 001. The latest loaded filing year is 2023. The filing reports 507 participants and $30,152,713 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mortgage Investors Group
- EIN
- 83-0310268
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 507
- End-of-year plan assets
- $30,152,713
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 507 | H, C | 20240913103353NAL0019550050001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,152,713
- Total liabilities (EOY)
- $120
- Net assets (EOY)
- $30,152,593
- Net assets (BOY)
- $28,464,744
Income & contributions
- Employer contributions
- $195
- Participant contributions
- $2,001,385
- Total contributions
- $2,162,813
- Total income / additions
- $6,255,950
Expenses & distributions
- Benefits paid
- $4,378,693
- Administrative expenses
- $189,408
- Total expenses
- $4,568,101
- Net increase / (decrease)
- $1,687,849
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Trust Company | CONTRACT ADMIN | $103,700 | $0 | 2023 |
| Rather & Kittrell Capital Mgnt. | INVESTMENT ADVISOR | $85,708 | not reported in the loaded dataset | 2023 |