2023 Form 5500 filing — American Pacific Mortgage Corporation 401k 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 20241014135055NAL0044752288001) for American Pacific Mortgage Corporation 401k Plan, reported by American Pacific Mortgage Corporation under EIN 68-0382674 and plan number 001. It reports 4,631 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135055NAL0044752288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Pacific Mortgage Corporation
- EIN
- 68-0382674
- Plan number
- 001
- Location
- Roseville, CA
- Participants
- 4,631
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $144,029,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,029,535
- Participant contributions
- $14,427,490
- Total income / additions
- $42,384,773
- Benefits paid
- $21,310,699
- Administrative expenses
- $301,193
- Total expenses
- $21,676,791
- Net increase / (decrease)
- $20,707,982
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $198,146 | not reported in the loaded dataset |
| Northwestern Mutual Investment | NONE | $103,047 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |