Plan5500

American Security Mortgage Corp. — 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 Security Mortgage Corp. (EIN 56-2148428) is a plan sponsor located in Charlotte, NC with 3 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
56-2148428
Location
Charlotte, NC
Loaded plans
3
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 Security Mortgage Corp.

  • 3 loaded plans hold $13.1M in reported assets.
  • The largest, American Security Mortgage Corp. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 411 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.1MSummed across loaded plans$13,068,485
Total reported assets$13.1M$13,068,485
Total reported participants411
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.1M total assets
Net assets$13.1MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$1.1M
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Largest plan share of assets100%American Security Mortgage Corp. 401(K) Profit Sharing Plan
Participants per plan137Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    American Security Mortgage Corp. 401(K) Profit Sharing Plan$13.1M
    Plan #001 · 174 participants · 2023
  2. 2
    Ee Life Ee Ad&D Ltd Stdnot reported in the loaded dataset
    Plan #501 · 140 participants · 2023
  3. 3
    American Security Mortgage Corp. Health Plannot reported in the loaded dataset
    Plan #502 · 97 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 Security Mortgage Corp.. Open one for its full reported snapshot.

  1. 2023
    American Security Mortgage Corp. Health Plan97 participants · 2No schedules
    View filing →
  2. 2023
    Ee Life Ee Ad&D Ltd Std140 participants · 2No schedules
    View filing →
  3. 2023
    American Security Mortgage Corp. 401(K) Profit Sharing Plan174 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does American Security Mortgage Corp. report on Form 5500?
American Security Mortgage Corp. (EIN 56-2148428) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for American Security Mortgage Corp.?
The Employer Identification Number (EIN) reported for American Security Mortgage Corp. is 56-2148428.
What is the latest Form 5500 filing year for American Security Mortgage Corp.?
The latest loaded Form 5500 filing year for American Security Mortgage Corp. is 2023.

Related Form 5500 pages