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, Sfmc 401(K) Plan is a benefit plan reported by Sfmc, Lp Dba Service First Mortgage Company under EIN 75-2700008 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $19,276,939 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,276,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,276,939
- Net assets (BOY)
- $17,768,399
Income & contributions
- Employer contributions
- $167,051
- Participant contributions
- $1,400,632
- Total contributions
- $1,675,971
- Total income / additions
- $4,581,769
Expenses & distributions
- Benefits paid
- $2,991,508
- Administrative expenses
- $81,721
- Total expenses
- $3,073,229
- Net increase / (decrease)
- $1,508,540