2023 Form 5500 filing — Churchill Mortgage Corporation 401(K) Profit Sharing Plan
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 20240822051147NAL0002417651001) for Churchill Mortgage Corporation 401(K) Profit Sharing Plan, reported by Churchill Mortgage Corporation under EIN 62-1494087 and plan number 001. It reports 801 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822051147NAL0002417651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Churchill Mortgage Corporation
- EIN
- 62-1494087
- Plan number
- 001
- Location
- Brentwood, TN
- Participants
- 801
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,781,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,781,451
- Participant contributions
- $2,116,836
- Total income / additions
- $5,084,572
- Benefits paid
- $3,484,507
- Administrative expenses
- $85,389
- Total expenses
- $3,608,561
- Net increase / (decrease)
- $1,476,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT/FINANCIAL ADVI | $65,330 | $0 |
| Adp, Inc. | RECORD KEEPER | $20,057 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |