Plan5500

2023 Form 5500 filing — Sba Defined Contribution Plan For C&F Mortgage Corporation

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 20240927102857NAL0001142611001) for Sba Defined Contribution Plan For C&F Mortgage Corporation, reported by C&F Mortgage Corporation under EIN 54-1773964 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240927102857NAL0001142611001
Filing year
2023
Form type
2
Plan sponsor
C&F Mortgage Corporation
EIN
54-1773964
Plan number
001
Location
Midlothian, VA
Participants
227
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$23,663,682
Total liabilities (EOY)
$0
Net assets (EOY)
$23,663,682
Employer contributions
$16,363
Participant contributions
$995,947
Total income / additions
$4,864,615
Benefits paid
$2,807,224
Administrative expenses
$109,140
Total expenses
$2,916,364
Net increase / (decrease)
$1,948,251
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Vba Benefits CorporationSERVICE PROVIDER$26,568not reported in the loaded dataset
Qualified Retirement Plan ServicesCONTRACT ADMIN$21,326not reported in the loaded dataset
Voya Retirement Insurance & AnnuityRECORDKEEPER$17,611$0
Empower Annuity Insurance CompanyRECORDKEEPER$13,372$0
Peter JosselynCONSULTING$13,021not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$11,052not reported in the loaded dataset
Verity Asset Management IncINVESTMENT ADVISOR$10,418not reported in the loaded dataset

Related Form 5500 pages