2023 Form 5500 filing — Atlantic Coast Mortgage, LLC 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 20241010150328NAL0020385313001) for Atlantic Coast Mortgage, LLC 401(K) Plan, reported by Atlantic Coast Mortgage, LLC under EIN 61-1645461 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150328NAL0020385313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlantic Coast Mortgage, LLC
- EIN
- 61-1645461
- Plan number
- 001
- Location
- Fairfax, VA
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,402,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,402,742
- Employer contributions
- $694,733
- Participant contributions
- $2,514,868
- Total income / additions
- $9,055,022
- Benefits paid
- $2,093,625
- Administrative expenses
- $102,526
- Total expenses
- $2,196,151
- Net increase / (decrease)
- $6,858,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, LLC | N/A | $44,758 | not reported in the loaded dataset |
| Kestra Advisory Services, LLC | N/A | $43,210 | not reported in the loaded dataset |
| Mid Atlantic Capital Corporation | N/A | $8,827 | not reported in the loaded dataset |
| Yount, Hyde, Barbour, P.C. | N/A | $5,000 | not reported in the loaded dataset |