Flat Branch Mortgage, Inc. Retirement Savings Plan — Form 5500 plan (Flat Branch Mortgage, Inc.)

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, Flat Branch Mortgage, Inc. Retirement Savings Plan is a benefit plan reported by Flat Branch Mortgage, Inc. under EIN 20-2746596 and plan number 002. The latest loaded filing year is 2023. The filing reports 736 participants and $62,141,244 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Flat Branch Mortgage, Inc.
EIN
20-2746596
Plan number
002
Plan type
2
Location
Columbia, MO
Latest filing year
2023
Participants
736
End-of-year plan assets
$62,141,244

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023736H, C20241015093242NAL0016062915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,141,244
Total liabilities (EOY)
$15,423
Net assets (EOY)
$62,125,821
Net assets (BOY)
$54,714,320

Income & contributions

Employer contributions
$1,452,284
Participant contributions
$2,859,137
Total contributions
$6,030,822
Total income / additions
$8,813,627

Expenses & distributions

Benefits paid
$1,332,230
Administrative expenses
$69,637
Total expenses
$1,402,126
Net increase / (decrease)
$7,411,501

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$69,386$02023

Related Form 5500 pages