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, The Mortgage Firm, Inc. 401(K) Plan is a benefit plan reported by The Mortgage Firm, Inc. under EIN 59-3345547 and plan number 001. The latest loaded filing year is 2023. The filing reports 611 participants and $27,166,613 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,166,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,166,613
- Net assets (BOY)
- $25,748,993
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,987,614
- Total contributions
- $2,019,860
- Total income / additions
- $7,661,645
Expenses & distributions
- Benefits paid
- $6,230,723
- Administrative expenses
- $13,302
- Total expenses
- $6,244,025
- Net increase / (decrease)
- $1,417,620