2023 Form 5500 filing — Sfmc 401(K) 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 20241010140134NAL0011552275001) for Sfmc 401(K) Plan, reported by Sfmc, Lp Dba Service First Mortgage Company under EIN 75-2700008 and plan number 001. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010140134NAL0011552275001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Sfmc, Lp Dba Service First Mortgage Company
- EIN
- 75-2700008
- Plan number
- 001
- Location
- Mckinney, TX
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,276,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,276,939
- Employer contributions
- $167,051
- Participant contributions
- $1,400,632
- Total income / additions
- $4,581,769
- Benefits paid
- $2,991,508
- Administrative expenses
- $81,721
- Total expenses
- $3,073,229
- Net increase / (decrease)
- $1,508,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,817 | $0 |
| Osaic Wealth, Inc. | ADVISOR | $34,871 | not reported in the loaded dataset |