Chicago Mortgage Solutions LLC D/B/A Interfirst Mortgage Company 401(K) Plan — Form 5500 plan (Chicago Mortgage Solutions LLC D/B/A Interfirst Mortgage Company)
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, Chicago Mortgage Solutions LLC D/B/A Interfirst Mortgage Company 401(K) Plan is a benefit plan reported by Chicago Mortgage Solutions LLC D/B/A Interfirst Mortgage Company under EIN 36-4485107 and plan number 002. The latest loaded filing year is 2023. The filing reports 232 participants and $2,962,467 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chicago Mortgage Solutions LLC D/B/A Interfirst Mortgage Company
- EIN
- 36-4485107
- Plan number
- 002
- Plan type
- 2
- Location
- Rosemont, IL
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $2,962,467
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241001132926NAL0011728720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,962,467
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,962,467
- Net assets (BOY)
- $3,136,459
Income & contributions
- Employer contributions
- $72,891
- Participant contributions
- $381,640
- Total contributions
- $530,698
- Total income / additions
- $1,039,151
Expenses & distributions
- Benefits paid
- $1,180,643
- Administrative expenses
- $32,500
- Total expenses
- $1,213,143
- Net increase / (decrease)
- -$173,992
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,499 | $0 | 2023 |
| Independent Financial Partners | INVESTMENT ADVISORY | $0 | $7,729 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chicago Mortgage Solutions LLC D/B/A Interfirst Mortgage Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rosemont, IL
- Principal Life Insurance Company — Schedule C compensation
- Independent Financial Partners — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation