Plan5500

Stockton Mortgage Corporation Cash Balance Pension Plan — Form 5500 plan (Stockton 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, Stockton Mortgage Corporation Cash Balance Pension Plan is a benefit plan reported by Stockton Mortgage Corporation under EIN 61-1392032 and plan number 002. The latest loaded filing year is 2023. The filing reports 118 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants118Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensationNone reported
Plan sponsor
Stockton Mortgage Corporation
EIN
61-1392032
Plan number
002
Plan type
2
Location
Frankfort, KY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    118 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$106.7K
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$1,429,413

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$106,692

Expenses & distributions

Benefits paid
$1,531,840
Administrative expenses
$4,265
Total expenses
$1,536,105
Net increase / (decrease)
-$1,429,413
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income1436%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages