Standard Mortgage Corporation Profit Sharing 401k Plan — Form 5500 plan (Standard 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, Standard Mortgage Corporation Profit Sharing 401k Plan is a benefit plan reported by Standard Mortgage Corporation under EIN 72-0593959 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $15,972,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Standard Mortgage Corporation
- EIN
- 72-0593959
- Plan number
- 001
- Plan type
- 2
- Location
- Slidell, LA
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $15,972,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20240924102538NAL0012656321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,972,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,972,378
- Net assets (BOY)
- $15,339,774
Income & contributions
- Employer contributions
- $81,107
- Participant contributions
- $639,978
- Total contributions
- $722,554
- Total income / additions
- $2,689,692
Expenses & distributions
- Benefits paid
- $2,022,206
- Administrative expenses
- $34,858
- Total expenses
- $2,057,088
- Net increase / (decrease)
- $632,604
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,483 | $0 | 2023 |
| Eisneramper Llp | NONE | $10,250 | not reported in the loaded dataset | 2023 |