Churchill Mortgage Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Churchill Mortgage Corporation)
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, Churchill Mortgage Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Churchill Mortgage Corporation under EIN 62-1494087 and plan number 001. The latest loaded filing year is 2023. The filing reports 801 participants and $17,781,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Churchill Mortgage Corporation
- EIN
- 62-1494087
- Plan number
- 001
- Plan type
- 2
- Location
- Brentwood, TN
- Latest filing year
- 2023
- Participants
- 801
- End-of-year plan assets
- $17,781,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 801 | H, C | 20240822051147NAL0002417651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,781,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,781,451
- Net assets (BOY)
- $16,305,440
Income & contributions
- Participant contributions
- $2,116,836
- Total contributions
- $2,480,262
- Total income / additions
- $5,084,572
Expenses & distributions
- Benefits paid
- $3,484,507
- Administrative expenses
- $85,389
- Total expenses
- $3,608,561
- Net increase / (decrease)
- $1,476,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT/FINANCIAL ADVI | $65,330 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $20,057 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |