Plan5500

Mortgageright 401(K) Plan — Form 5500 plan (Tjc Mortgage, Inc.)

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, Mortgageright 401(K) Plan is a benefit plan reported by Tjc Mortgage, Inc. under EIN 75-3197409 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $9,072,362 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tjc Mortgage, Inc.
EIN
75-3197409
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
234
End-of-year plan assets
$9,072,362

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241011120845NAL0022714481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,072,362
Total liabilities (EOY)
$0
Net assets (EOY)
$9,072,362
Net assets (BOY)
$7,032,288

Income & contributions

Employer contributions
$388,056
Participant contributions
$924,967
Total contributions
$1,313,023
Total income / additions
$2,705,185

Expenses & distributions

Benefits paid
$638,353
Administrative expenses
$26,758
Total expenses
$665,111
Net increase / (decrease)
$2,040,074

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T. Rowe Price Trust CompanyRECORDKEEPER$26,760$02023

Related Form 5500 pages