General Mortgage Capital Corpo 401(K) Profit Sharing Plan & Trust — Form 5500 plan (General Mortgage Capital Corpo)
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, General Mortgage Capital Corpo 401(K) Profit Sharing Plan & Trust is a benefit plan reported by General Mortgage Capital Corpo under EIN 47-0953861 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $4,046,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- General Mortgage Capital Corpo
- EIN
- 47-0953861
- Plan number
- 001
- Plan type
- 2
- Location
- Burlingame, CA
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $4,046,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20250312091113NAL0037795138001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,046,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,046,303
- Net assets (BOY)
- $2,973,082
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $519,665
- Total contributions
- $519,665
- Total income / additions
- $1,166,520
Expenses & distributions
- Benefits paid
- $60,210
- Administrative expenses
- $33,089
- Total expenses
- $93,299
- Net increase / (decrease)
- $1,073,221
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sonoma Wealth Advisors | ADVISOR | $15,271 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $11,059 | not reported in the loaded dataset | 2023 |