2023 Form 5500 filing — Cuso Home Lending 401(K) Plan And Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240612105647NAL0059606338001) for Cuso Home Lending 401(K) Plan And Trust, reported by Cuso Mortgage Corporation under EIN 01-0479491 and plan number 001. It reports 64 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240612105647NAL0059606338001
Filing year
2023
Form type
2
Plan sponsor
Cuso Mortgage Corporation
EIN
01-0479491
Plan number
001
Location
Hampden, ME
Participants
64
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,981,738
Total liabilities (EOY)
$0
Net assets (EOY)
$5,981,738
Employer contributions
$136,455
Participant contributions
$272,364
Total income / additions
$1,321,304
Benefits paid
$809,092
Administrative expenses
$19,355
Total expenses
$828,447
Net increase / (decrease)
$492,857
Schedule source
Schedule I

Related Form 5500 pages