2023 Form 5500 filing — U.S. Mortgage Funding, Inc. 401(K) Psp

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 20241014130200NAL0046049136014) for U.S. Mortgage Funding, Inc. 401(K) Psp, reported by U.S. Mortgage Funding, Inc. under EIN 82-3091716 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$179.7KReported net assets$179,747
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014130200NAL0046049136014
Plan sponsor
U.S. Mortgage Funding, Inc.
EIN
82-3091716
Plan number
001
Location
Oak Brook, IL
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)$179.7K total assets
Net assets$179.7KLiabilities
Money in vs. money out
Total income / additions$20.9K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$4.3K
Full reported line items
Total assets (EOY)
$179,747
Net assets (EOY)
$179,747
Participant contributions
$4,260
Total income / additions
$20,874
Net increase / (decrease)
$20,874

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014130200NAL0046049136014 cover?
It is the 2023 Form 5500 filing for U.S. Mortgage Funding, Inc. 401(K) Psp, reported by U.S. Mortgage Funding, Inc. (EIN 82-3091716).
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