Reverse Mortgage Funding LLC 401(K) Retirement Plan — Form 5500 plan (Reverse Mortgage Funding 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, Reverse Mortgage Funding LLC 401(K) Retirement Plan is a benefit plan reported by Reverse Mortgage Funding LLC under EIN 80-0860209 and plan number 001. The latest loaded filing year is 2023. The filing reports 566 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reverse Mortgage Funding LLC
EIN
80-0860209
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
566
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023566H, C20241014113049NAL0045803072001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$25,133,836

Income & contributions

Participant contributions
$326,115
Total contributions
$326,115
Total income / additions
$1,299,806

Expenses & distributions

Benefits paid
$25,912,423
Administrative expenses
$34,811
Total expenses
$26,433,642
Net increase / (decrease)
-$25,133,836

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rpg ConsultantsNONE$75,165not reported in the loaded dataset2023
Qbox Fiduciary Solutions, LLCNONE$14,245not reported in the loaded dataset2023
Mid Atlantic Trust CompanyNONE$6,321not reported in the loaded dataset2023

Related Form 5500 pages