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, Nations Direct Mortgage 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Nations Direct Mortgage, LLC under EIN 20-8544905 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $9,476,638 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,476,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,476,638
- Net assets (BOY)
- $7,914,625
Income & contributions
- Employer contributions
- $204,725
- Participant contributions
- $933,383
- Total contributions
- $1,263,706
- Total income / additions
- $2,735,607
Expenses & distributions
- Benefits paid
- $1,145,477
- Administrative expenses
- $28,117
- Total expenses
- $1,173,594
- Net increase / (decrease)
- $1,562,013