2023 Form 5500 filing — Gold Star Mortgage Financial Group 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 20250813155956NAL0008298243001) for Gold Star Mortgage Financial Group 401(K) Plan, reported by Gold Star Mortgage Financial Group, Corporation under EIN 38-3564305 and plan number 001. It reports 579 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.3MReported net assets$12,310,853

Participants579

Provider compensation$74.4K2 Schedule C row(s)$74,386

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250813155956NAL0008298243001
Plan sponsor: Gold Star Mortgage Financial Group, Corporation
EIN: 38-3564305
Plan number: 001
Location: Ann Arbor, MI
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.3M total assets

Net assets$12.3MLiabilities$0

Money in vs. money out

Total income / additions$3.7M

Total expenses$1.7M

Benefits paid / distributions$1.6M

Contributions

Employer$225.9K

Participant$1.2M

Full reported line items

Total assets (EOY): $12,310,853
Total liabilities (EOY): $0
Net assets (EOY): $12,310,853
Employer contributions: $225,903
Participant contributions: $1,220,425
Total income / additions: $3,674,630
Benefits paid: $1,578,619
Administrative expenses: $74,366
Total expenses: $1,665,082
Net increase / (decrease): $2,009,548

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$53.3K
CONTRACT ADMINISTRATOR · Direct $53.3K · Indirect $0
2
Merrill Lynch Pierce Fenner & Smith$21.1K
CONSULTANT · Direct $21.1K · Indirect $20

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250813155956NAL0008298243001 cover?: It is the 2023 Form 5500 filing for Gold Star Mortgage Financial Group 401(K) Plan, reported by Gold Star Mortgage Financial Group, Corporation (EIN 38-3564305).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).