First Guaranty 401(K) Plan — Form 5500 plan (First Guaranty Mortgage Corporation)
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, First Guaranty 401(K) Plan is a benefit plan reported by First Guaranty Mortgage Corporation under EIN 54-1429575 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,071 participants and $34,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Guaranty Mortgage Corporation
- EIN
- 54-1429575
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 1,071
- End-of-year plan assets
- $34,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,071 | H, C | 20240731121859NAL0014292547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,089
- Net assets (BOY)
- $15,752,837
Income & contributions
- Total contributions
- $4,582
- Total income / additions
- $2,078,867
Expenses & distributions
- Benefits paid
- $17,609,606
- Administrative expenses
- $188,009
- Total expenses
- $17,797,615
- Net increase / (decrease)
- -$15,718,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fgmc Liquidating Trust | CONTRACT ADMINISTRATOR | $85,085 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $62,932 | $0 | 2023 |
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $39,992 | $14,897 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First Guaranty Mortgage Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Fgmc Liquidating Trust — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Cambridge Investment Research Advis — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation