2023 Form 5500 filing — Celebrity Home Loans, LLC 401(K) Profit Sharing Plan
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 20240926054140NAL0000164643001) for Celebrity Home Loans, LLC 401(K) Profit Sharing Plan, reported by Celebrity Home Loans, LLC under EIN 20-4866754 and plan number 001. It reports 1,529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926054140NAL0000164643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Celebrity Home Loans, LLC
- EIN
- 20-4866754
- Plan number
- 001
- Location
- Saint Thomas, VI
- Participants
- 1,529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $2
- Participant contributions
- $523,972
- Total income / additions
- $2,552,921
- Benefits paid
- $36,534,027
- Administrative expenses
- $89,416
- Total expenses
- $36,910,497
- Net increase / (decrease)
- -$34,357,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $89,415 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $36,911 | $447 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |