How many benefit plans does Mortgage Capital Trading, Inc. report on Form 5500?

Mortgage Capital Trading, Inc. (EIN 75-2996152) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Mortgage Capital Trading, Inc.?

The Employer Identification Number (EIN) reported for Mortgage Capital Trading, Inc. is 75-2996152.

What is the latest Form 5500 filing year for Mortgage Capital Trading, Inc.?

The latest loaded Form 5500 filing year for Mortgage Capital Trading, Inc. is 2023.

Mortgage Capital Trading, Inc. — 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, Mortgage Capital Trading, Inc. (EIN 75-2996152) is a plan sponsor located in San Diego, 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: 75-2996152
Location: San Diego, 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 Mortgage Capital Trading, Inc.

1 loaded plans hold $10M in reported assets.
The largest, Mortgage Capital Trading, Inc. 401k Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
Plans cover 142 reported participants.
1 of 1 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10MSummed across loaded plans$10,005,561

Total reported assets$10M$10,005,561

Total reported participants142

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10M total assets

Net assets$10MLiabilities$0

Contributions & income

Employer contributionsNot reported

Participant contributions$952K

Total income / additions$2.5M

Expenses & distributions

Benefits paid / distributions$219.6K

Total expenses$261.6K

Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation1 / 1 (100%)

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%Mortgage Capital Trading, Inc. 401k Profit Sharing Plan & Trust

Participants per plan142Average 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
Mortgage Capital Trading, Inc. 401k Profit Sharing Plan & Trust$10M
Plan #001 · 142 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Mortgage Capital Trading, Inc.. Open one for its full reported snapshot.

2023
Mortgage Capital Trading, Inc. 401k Profit Sharing Plan & Trust142 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mortgage Capital Trading, Inc. report on Form 5500?: Mortgage Capital Trading, Inc. (EIN 75-2996152) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mortgage Capital Trading, Inc.?: The Employer Identification Number (EIN) reported for Mortgage Capital Trading, Inc. is 75-2996152.
What is the latest Form 5500 filing year for Mortgage Capital Trading, Inc.?: The latest loaded Form 5500 filing year for Mortgage Capital Trading, Inc. is 2023.