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, Thrive Mortgage 401(K) Plan is a benefit plan reported by Thrive Mortgage, LLC under EIN 20-0353048 and plan number 001. The latest loaded filing year is 2023. The filing reports 821 participants and $19,476,043 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,476,043
- Net assets (EOY)
- $19,476,043
- Net assets (BOY)
- $13,121,197
Income & contributions
- Employer contributions
- $282,987
- Participant contributions
- $1,865,067
- Total contributions
- $2,255,536
- Total income / additions
- $5,415,502
Expenses & distributions
- Benefits paid
- $9,746,597
- Administrative expenses
- $222,327
- Total expenses
- $9,968,924
- Net increase / (decrease)
- -$4,553,422