Paramount Residential Mortgage Group, Inc. 401(K) Plan — Form 5500 plan (Paramount Residential Mortgage Group, 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, Paramount Residential Mortgage Group, Inc. 401(K) Plan is a benefit plan reported by Paramount Residential Mortgage Group, Inc. under EIN 33-0975529 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,318 participants and $32,198,009 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Paramount Residential Mortgage Group, Inc.
EIN
33-0975529
Plan number
001
Plan type
2
Location
Corona, CA
Latest filing year
2023
Participants
2,318
End-of-year plan assets
$32,198,009

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,318H, C20241002145340NAL0004935571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,198,009
Total liabilities (EOY)
$62,520
Net assets (EOY)
$32,135,489
Net assets (BOY)
$28,998,087

Income & contributions

Employer contributions
$0
Participant contributions
$3,082,185
Total contributions
$3,384,502
Total income / additions
$7,714,573

Expenses & distributions

Benefits paid
$4,283,065
Administrative expenses
$168,712
Total expenses
$4,577,171
Net increase / (decrease)
$3,137,402

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial GroupINVESTMENT ADVISOR$45,110$02023
John Hancock U.S.ARECORDKEEPER$2,498$02023

Related Form 5500 pages