Sba Defined Contribution Plan For C&F Mortgage Corporation — Form 5500 plan (C&F 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, Sba Defined Contribution Plan For C&F Mortgage Corporation is a benefit plan reported by C&F Mortgage Corporation under EIN 54-1773964 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $23,663,682 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C&F Mortgage Corporation
- EIN
- 54-1773964
- Plan number
- 001
- Plan type
- 2
- Location
- Midlothian, VA
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $23,663,682
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20240927102857NAL0001142611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,663,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,663,682
- Net assets (BOY)
- $21,715,431
Income & contributions
- Employer contributions
- $16,363
- Participant contributions
- $995,947
- Total contributions
- $1,023,993
- Total income / additions
- $4,864,615
Expenses & distributions
- Benefits paid
- $2,807,224
- Administrative expenses
- $109,140
- Total expenses
- $2,916,364
- Net increase / (decrease)
- $1,948,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vba Benefits Corporation | SERVICE PROVIDER | $26,568 | not reported in the loaded dataset | 2023 |
| Qualified Retirement Plan Services | CONTRACT ADMIN | $21,326 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $17,611 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,372 | $0 | 2023 |
| Peter Josselyn | CONSULTING | $13,021 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,052 | not reported in the loaded dataset | 2023 |
| Verity Asset Management Inc | INVESTMENT ADVISOR | $10,418 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C&F Mortgage Corporation
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Midlothian, VA
- Vba Benefits Corporation — Schedule C compensation
- Qualified Retirement Plan Services — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Peter Josselyn — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Verity Asset Management Inc — Schedule C compensation