Cuso Home Lending 401(K) Plan And Trust — Form 5500 plan (Cuso Mortgage Corporation)
Plain-English plan 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, Cuso Home Lending 401(K) Plan And Trust is a benefit plan reported by Cuso Mortgage Corporation under EIN 01-0479491 and plan number 001. The latest loaded filing year is 2023. The filing reports 64 participants and $5,981,738 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cuso Mortgage Corporation
- EIN
- 01-0479491
- Plan number
- 001
- Plan type
- 2
- Location
- Hampden, ME
- Latest filing year
- 2023
- Participants
- 64
- End-of-year plan assets
- $5,981,738
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 64 | I | 20240612105647NAL0059606338001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,981,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,981,738
- Net assets (BOY)
- $5,488,881
Income & contributions
- Employer contributions
- $136,455
- Participant contributions
- $272,364
- Total income / additions
- $1,321,304
Expenses & distributions
- Benefits paid
- $809,092
- Administrative expenses
- $19,355
- Total expenses
- $828,447
- Net increase / (decrease)
- $492,857
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.