2023 Form 5500 filing — California Association Of Mortgage Professionals Member Benefits Program

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627181249NAL0022547826001) for California Association Of Mortgage Professionals Member Benefits Program, reported by California Association Of Mortgage Professionals under EIN 33-0410547 and plan number 501. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$17.9KReported net assets$17,915
Participants27
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240627181249NAL0022547826001
Plan sponsor
California Association Of Mortgage Professionals
EIN
33-0410547
Plan number
501
Location
Sacramento, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.9K total assets
Net assets$17.9KLiabilities$0
Money in vs. money out
Total income / additions$185.4K
Total expenses$190.8K
Benefits paid / distributions$185.4K
Contributions
EmployerNot reported
Participant$185.4K
Full reported line items
Total assets (EOY)
$17,915
Total liabilities (EOY)
$0
Net assets (EOY)
$17,915
Participant contributions
$185,389
Total income / additions
$185,389
Benefits paid
$185,428
Administrative expenses
$5,108
Total expenses
$190,824
Net increase / (decrease)
-$5,435

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627181249NAL0022547826001 cover?
It is the 2023 Form 5500 filing for California Association Of Mortgage Professionals Member Benefits Program, reported by California Association Of Mortgage Professionals (EIN 33-0410547).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages