Plain-English plan 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, Flat Branch Mortgage, Inc. Retirement Savings Plan is a benefit plan reported by Flat Branch Mortgage, Inc. under EIN 20-2746596 and plan number 002. The latest loaded filing year is 2023. The filing reports 736 participants and $62,141,244 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,141,244
- Total liabilities (EOY)
- $15,423
- Net assets (EOY)
- $62,125,821
- Net assets (BOY)
- $54,714,320
Income & contributions
- Employer contributions
- $1,452,284
- Participant contributions
- $2,859,137
- Total contributions
- $6,030,822
- Total income / additions
- $8,813,627
Expenses & distributions
- Benefits paid
- $1,332,230
- Administrative expenses
- $69,637
- Total expenses
- $1,402,126
- Net increase / (decrease)
- $7,411,501