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, Mortgage Assets Management, LLC 401(K) Plan is a benefit plan reported by Mortgage Assets Management, LLC under EIN 30-1005971 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $4,548,324 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,548,324
- Net assets (EOY)
- $4,548,324
- Net assets (BOY)
- $6,529,768
Income & contributions
- Employer contributions
- $29,308
- Participant contributions
- $76,220
- Total contributions
- $110,798
- Total income / additions
- $839,489
Expenses & distributions
- Benefits paid
- $2,789,016
- Administrative expenses
- $31,917
- Total expenses
- $2,820,933
- Net increase / (decrease)
- -$1,981,444