Gem 401(K) Plan — Form 5500 plan (Golden Empire 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, Gem 401(K) Plan is a benefit plan reported by Golden Empire Mortgage, Inc. under EIN 77-0158990 and plan number 001. The latest loaded filing year is 2023. The filing reports 585 participants and $19,570,978 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Golden Empire Mortgage, Inc.
- EIN
- 77-0158990
- Plan number
- 001
- Plan type
- 2
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 585
- End-of-year plan assets
- $19,570,978
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 585 | H, C | 20241014164623NAL0013643779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,570,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,570,978
- Net assets (BOY)
- $18,024,665
Income & contributions
- Participant contributions
- $1,175,818
- Total contributions
- $1,210,416
- Total income / additions
- $4,081,655
Expenses & distributions
- Benefits paid
- $2,425,323
- Administrative expenses
- $110,019
- Total expenses
- $2,535,342
- Net increase / (decrease)
- $1,546,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Digital Retirement Solutions, Inc. | NONE | $52,869 | not reported in the loaded dataset | 2023 |
| Cerity Partners | NONE | $51,730 | not reported in the loaded dataset | 2023 |
| July Business Services LLC | RECORDKEEPER | $5,420 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Golden Empire Mortgage, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Bakersfield, CA
- Digital Retirement Solutions, Inc. — Schedule C compensation
- Cerity Partners — Schedule C compensation
- July Business Services LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation