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, Intercoastal Mortgage 401(K) Plan is a benefit plan reported by Intercoastal Mortgage, LLC under EIN 52-1597440 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $12,211,465 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,211,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,211,465
- Net assets (BOY)
- $10,471,493
Income & contributions
- Employer contributions
- $62,197
- Participant contributions
- $1,553,804
- Total contributions
- $1,647,099
- Total income / additions
- $3,468,761
Expenses & distributions
- Benefits paid
- $1,617,187
- Administrative expenses
- $61,633
- Total expenses
- $1,728,789
- Net increase / (decrease)
- $1,739,972