Plan5500

American Portfolio Mortgage Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, American Portfolio Mortgage Corporation (EIN 36-4078960) is a plan sponsor located in Palatine, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-4078960
Location
Palatine, IL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for American Portfolio Mortgage Corporation

  • 2 loaded plans hold $0 in reported assets.
  • Plans cover 302 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.1MSummed across loaded plans$4,140,654
Total reported assets$0
Total reported participants302
Total reported liabilities$0

Reported net position

Contributions & income
Employer contributions$0
Participant contributions$564.1K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$870.4K
Total expenses$913.6K
Net increase / (decrease)$522.2K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Participants per plan151Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    American Portfolio Mortgage Corporation 401(K) Plan$0
    Plan #003 · 140 participants · 2023
  2. 2
    Town Square Mortgage & Investments, LLC Comprehensive Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 162 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for American Portfolio Mortgage Corporation. Open one for its full reported snapshot.

  1. 2023
    Town Square Mortgage & Investments, LLC Comprehensive Welfare Benefit Plan162 participants · 2No schedules
    View filing →
  2. 2023
    American Portfolio Mortgage Corporation 401(K) Plan140 participants · 2Sch I
    View filing →
  3. 2023
    American Portfolio Mortgage Corporation 401(K) Plan174 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does American Portfolio Mortgage Corporation report on Form 5500?
American Portfolio Mortgage Corporation (EIN 36-4078960) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for American Portfolio Mortgage Corporation?
The Employer Identification Number (EIN) reported for American Portfolio Mortgage Corporation is 36-4078960.
What is the latest Form 5500 filing year for American Portfolio Mortgage Corporation?
The latest loaded Form 5500 filing year for American Portfolio Mortgage Corporation is 2023.

Related Form 5500 pages