Value Mortgage, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Value 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, Value Mortgage, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Value Mortgage, Inc. under EIN 33-0692054 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $476,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Value Mortgage, Inc.
- EIN
- 33-0692054
- Plan number
- 001
- Plan type
- 2
- Location
- Redondo Beach, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $476,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240710140200NAL0016955873001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $476,499
- Net assets (EOY)
- $476,499
- Net assets (BOY)
- $423,790
Income & contributions
- Total income / additions
- $52,709
Expenses & distributions
- Net increase / (decrease)
- $52,709
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.