2023 Form 5500 filing — Reverse Mortgage Funding LLC 401(K) Retirement 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 20241014113049NAL0045803072001) for Reverse Mortgage Funding LLC 401(K) Retirement Plan, reported by Reverse Mortgage Funding LLC under EIN 80-0860209 and plan number 001. It reports 566 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113049NAL0045803072001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reverse Mortgage Funding LLC
- EIN
- 80-0860209
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 566
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Participant contributions
- $326,115
- Total income / additions
- $1,299,806
- Benefits paid
- $25,912,423
- Administrative expenses
- $34,811
- Total expenses
- $26,433,642
- Net increase / (decrease)
- -$25,133,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rpg Consultants | NONE | $75,165 | not reported in the loaded dataset |
| Qbox Fiduciary Solutions, LLC | NONE | $14,245 | not reported in the loaded dataset |
| Mid Atlantic Trust Company | NONE | $6,321 | not reported in the loaded dataset |