2023 Form 5500 filing — Paramount Residential Mortgage Group, Inc. 401(K) 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 20241002145340NAL0004935571001) for Paramount Residential Mortgage Group, Inc. 401(K) Plan, reported by Paramount Residential Mortgage Group, Inc. under EIN 33-0975529 and plan number 001. It reports 2,318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241002145340NAL0004935571001
Filing year
2023
Form type
2
Plan sponsor
Paramount Residential Mortgage Group, Inc.
EIN
33-0975529
Plan number
001
Location
Corona, CA
Participants
2,318
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$32,198,009
Total liabilities (EOY)
$62,520
Net assets (EOY)
$32,135,489
Employer contributions
$0
Participant contributions
$3,082,185
Total income / additions
$7,714,573
Benefits paid
$4,283,065
Administrative expenses
$168,712
Total expenses
$4,577,171
Net increase / (decrease)
$3,137,402
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pensionmark Financial GroupINVESTMENT ADVISOR$45,110$0
John Hancock U.S.ARECORDKEEPER$2,498$0

Related Form 5500 pages