American Pacific Mortgage Corporation 401k Plan — Form 5500 plan (American Pacific 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, American Pacific Mortgage Corporation 401k Plan is a benefit plan reported by American Pacific Mortgage Corporation under EIN 68-0382674 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,631 participants and $144,029,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Pacific Mortgage Corporation
- EIN
- 68-0382674
- Plan number
- 001
- Plan type
- 2
- Location
- Roseville, CA
- Latest filing year
- 2023
- Participants
- 4,631
- End-of-year plan assets
- $144,029,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,631 | H, C | 20241014135055NAL0044752288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,029,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,029,535
- Net assets (BOY)
- $123,321,553
Income & contributions
- Participant contributions
- $14,427,490
- Total contributions
- $21,041,563
- Total income / additions
- $42,384,773
Expenses & distributions
- Benefits paid
- $21,310,699
- Administrative expenses
- $301,193
- Total expenses
- $21,676,791
- Net increase / (decrease)
- $20,707,982
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $198,146 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Investment | NONE | $103,047 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Pacific Mortgage Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Roseville, CA
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Northwestern Mutual Investment — Schedule C compensation
- Matrix Trust Company — Schedule C compensation