2023 Form 5500 filing — Calcon Family Of Companies 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 20241015132648NAL0028571425001) for Calcon Family Of Companies 401(K) Plan, reported by Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans under EIN 77-0717225 and plan number 001. It reports 452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132648NAL0028571425001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans
- EIN
- 77-0717225
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,874,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,874,392
- Employer contributions
- $266,664
- Participant contributions
- $1,440,295
- Total income / additions
- $4,066,988
- Benefits paid
- $1,232,203
- Administrative expenses
- $84,289
- Total expenses
- $1,317,543
- Net increase / (decrease)
- $2,749,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wcg Wealth Advisors, LLC | RIA, RI, IA | $52,381 | not reported in the loaded dataset |