First Continental Mortgage, Ltd — 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, First Continental Mortgage, Ltd (EIN 76-0629353) is a plan sponsor located in Houston, TX 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
76-0629353
Location
Houston, TX
Loaded plans
2
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 First Continental Mortgage, Ltd

  • 2 loaded plans hold $15.4M in reported assets.
  • The largest, First Continental Mortgage, Ltd. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 388 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.4MSummed across loaded plans$15,361,980
Total reported assets$15.4M$15,361,980
Total reported participants388
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.4M total assets
Net assets$15.4MLiabilities$0
Contributions & income
Employer contributions$449.3K
Participant contributions$1.4M
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%First Continental Mortgage, Ltd. 401(K) Plan
Participants per plan194Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 224 participants · 2023
  2. 2
    Plan #501 · 164 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for First Continental Mortgage, Ltd. Open one for its full reported snapshot.

  1. 2023
    First Continental Mortgage, Ltd. Health And Welfare Plan164 participants · 2No schedules
    View filing →
  2. 2023
    First Continental Mortgage, Ltd. 401(K) Plan224 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does First Continental Mortgage, Ltd report on Form 5500?
First Continental Mortgage, Ltd (EIN 76-0629353) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for First Continental Mortgage, Ltd?
The Employer Identification Number (EIN) reported for First Continental Mortgage, Ltd is 76-0629353.
What is the latest Form 5500 filing year for First Continental Mortgage, Ltd?
The latest loaded Form 5500 filing year for First Continental Mortgage, Ltd is 2023.

Related Form 5500 pages