2023 Form 5500 filing — General Mortgage Capital Corpo 401(K) Profit Sharing Plan & 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 20250312091113NAL0037795138001) for General Mortgage Capital Corpo 401(K) Profit Sharing Plan & Trust, reported by General Mortgage Capital Corpo under EIN 47-0953861 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312091113NAL0037795138001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- General Mortgage Capital Corpo
- EIN
- 47-0953861
- Plan number
- 001
- Location
- Burlingame, CA
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,046,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,046,303
- Employer contributions
- $0
- Participant contributions
- $519,665
- Total income / additions
- $1,166,520
- Benefits paid
- $60,210
- Administrative expenses
- $33,089
- Total expenses
- $93,299
- Net increase / (decrease)
- $1,073,221
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sonoma Wealth Advisors | ADVISOR | $15,271 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $11,059 | not reported in the loaded dataset |