Cherry Creek Mortgage, LLC. Employees Savings Trust — Form 5500 plan (Cherry Creek 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, Cherry Creek Mortgage, LLC. Employees Savings Trust is a benefit plan reported by Cherry Creek Mortgage, LLC under EIN 84-1040263 and plan number 001. The latest loaded filing year is 2023. The filing reports 936 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants936Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$81.4K2 Schedule C provider row(s)$81,413
Plan sponsor
Cherry Creek Mortgage, LLC
EIN
84-1040263
Plan number
001
Plan type
2
Location
Greenwood Village, CO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    936 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$4.1M
Total expenses$43M
Benefits paid / distributions$42.9M
Contributions
Employer$8.7K
Participant$968.5K
Full reported line items

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$38,934,991

Income & contributions

Employer contributions
$8,745
Participant contributions
$968,488
Total contributions
$1,023,091
Total income / additions
$4,098,495

Expenses & distributions

Benefits paid
$42,933,768
Administrative expenses
$97,539
Total expenses
$43,033,486
Net increase / (decrease)
-$38,934,991
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 1%Participant 99%
Benefits paid ÷ total income1048%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORD KEEPER · Direct $62.2K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $19.3K

What to inspect next

Frequently asked questions

Who sponsors the Cherry Creek Mortgage, LLC. Employees Savings Trust?
Cherry Creek Mortgage, LLC. Employees Savings Trust is reported as sponsored by Cherry Creek Mortgage, LLC (EIN 84-1040263, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Cherry Creek Mortgage, LLC. Employees Savings Trust?
The latest Form 5500 filing year loaded for Cherry Creek Mortgage, LLC. Employees Savings Trust is 2023.
How many participants does Cherry Creek Mortgage, LLC. Employees Savings Trust report?
Cherry Creek Mortgage, LLC. Employees Savings Trust reports 936 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Cherry Creek Mortgage, LLC. Employees Savings Trust?
Cherry Creek Mortgage, LLC. Employees Savings Trust reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages