Atlantic Coast Mortgage, LLC 401(K) Plan — Form 5500 plan (Atlantic Coast Mortgage, LLC)
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, Atlantic Coast Mortgage, LLC 401(K) Plan is a benefit plan reported by Atlantic Coast Mortgage, LLC under EIN 61-1645461 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $27,402,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlantic Coast Mortgage, LLC
- EIN
- 61-1645461
- Plan number
- 001
- Plan type
- 2
- Location
- Fairfax, VA
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $27,402,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20241010150328NAL0020385313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,402,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,402,742
- Net assets (BOY)
- $20,543,871
Income & contributions
- Employer contributions
- $694,733
- Participant contributions
- $2,514,868
- Total contributions
- $5,066,850
- Total income / additions
- $9,055,022
Expenses & distributions
- Benefits paid
- $2,093,625
- Administrative expenses
- $102,526
- Total expenses
- $2,196,151
- Net increase / (decrease)
- $6,858,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefits Group, LLC | N/A | $44,758 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services, LLC | N/A | $43,210 | not reported in the loaded dataset | 2023 |
| Mid Atlantic Capital Corporation | N/A | $8,827 | not reported in the loaded dataset | 2023 |
| Yount, Hyde, Barbour, P.C. | N/A | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlantic Coast Mortgage, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Fairfax, VA
- Sentinel Benefits Group, LLC — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation
- Yount, Hyde, Barbour, P.C. — Schedule C compensation