California Association Of Mortgage Professionals — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, California Association Of Mortgage Professionals (EIN 33-0410547) is a plan sponsor located in Sacramento, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0410547
Location
Sacramento, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for California Association Of Mortgage Professionals

  • 1 loaded plans hold $23.4K in reported assets.
  • The largest, California Association Of Mortgage Professionals Member Benefits Program, holds 100% of this company's reported plan assets.
  • Plans cover 27 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.9KSummed across loaded plans$17,915
Total reported assets$23.4K$23,350
Total reported participants27
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.4K total assets
Net assets$17.9KLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$185.4K
Total income / additions$185.4K
Expenses & distributions
Benefits paid / distributions$185.4K
Total expenses$190.8K
Net increase / (decrease)-$5.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%California Association Of Mortgage Professionals Member Benefits Program
Participants per plan27Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for California Association Of Mortgage Professionals. Open one for its full reported snapshot.

  1. 2023
    California Association Of Mortgage Professionals Member Benefits Program27 participants · 3Sch I
    View filing →
  2. 2023
    California Association Of Mortgage Professionals Member Benefits Program25 participants · 3Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does California Association Of Mortgage Professionals report on Form 5500?
California Association Of Mortgage Professionals (EIN 33-0410547) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for California Association Of Mortgage Professionals?
The Employer Identification Number (EIN) reported for California Association Of Mortgage Professionals is 33-0410547.
What is the latest Form 5500 filing year for California Association Of Mortgage Professionals?
The latest loaded Form 5500 filing year for California Association Of Mortgage Professionals is 2023.

Related Form 5500 pages