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, Calcon Family Of Companies 401(K) Plan is a benefit plan reported by Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans under EIN 77-0717225 and plan number 001. The latest loaded filing year is 2023. The filing reports 452 participants and $11,874,392 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,874,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,874,392
- Net assets (BOY)
- $9,124,947
Income & contributions
- Employer contributions
- $266,664
- Participant contributions
- $1,440,295
- Total contributions
- $2,183,353
- Total income / additions
- $4,066,988
Expenses & distributions
- Benefits paid
- $1,232,203
- Administrative expenses
- $84,289
- Total expenses
- $1,317,543
- Net increase / (decrease)
- $2,749,445