401k Plan data: SUCCESS MORTGAGE PARTNERS 401(K) PLAN plan

SUCCESS MORTGAGE PARTNERS 401(K) PLAN 401k Plan overview

Plan Name	SUCCESS MORTGAGE PARTNERS 401(K) PLAN
Plan identification number	001

SUCCESS MORTGAGE PARTNERS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUCCESS MORTGAGE PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SUCCESS MORTGAGE PARTNERS, INC.

Employer identification number (EIN): 010759540

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Additional information about SUCCESS MORTGAGE PARTNERS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2013-09-30

Company Identification Number: 0801858959

Legal Registered Office Address: 1200 S SHELDON RD STE 150

PLYMOUTH
United States of America (USA)
48170

More information about SUCCESS MORTGAGE PARTNERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUCCESS MORTGAGE PARTNERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 OWEN LEE OWEN LEE 2018-10-19
001 2017-01-01 OWEN LEE OWEN LEE 2019-02-14
001 2011-01-01 OWEN LEE
001 2010-01-01 OWEN LEE
001 2009-01-01 OWEN LEE
001 2008-01-01 OWEN LEE

Plan Statistics for SUCCESS MORTGAGE PARTNERS 401(K) PLAN

401k plan membership statisitcs for SUCCESS MORTGAGE PARTNERS 401(K) PLAN

Measure Date Value
2022: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 800
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 433
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 59
Total of all active and inactive participants 2022-01-01 492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 492
Number of participants with account balances 2022-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 747
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 758
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 38
Total of all active and inactive participants 2021-01-01 796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 796
Number of participants with account balances 2021-01-01 287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 767
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 790
Number of participants with account balances 2020-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 397
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 28
Total of all active and inactive participants 2019-01-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 425
Number of participants with account balances 2019-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 435
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 315
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 31
Total of all active and inactive participants 2018-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 346
Number of participants with account balances 2018-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 493
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 401
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 35
Total of all active and inactive participants 2017-01-01 436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 436
Number of participants with account balances 2017-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2011: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 6
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 1
Total of all active and inactive participants 2008-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 7
Number of participants with account balances 2008-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2022: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	800
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	433
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	59
Total of all active and inactive participants	2022-01-01	492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	492
Number of participants with account balances	2022-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	747
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	758
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	38
Total of all active and inactive participants	2021-01-01	796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	796
Number of participants with account balances	2021-01-01	287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	767
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	790
Number of participants with account balances	2020-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	397
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	28
Total of all active and inactive participants	2019-01-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	425
Number of participants with account balances	2019-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	435
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	315
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	31
Total of all active and inactive participants	2018-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	346
Number of participants with account balances	2018-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	493
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	401
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	35
Total of all active and inactive participants	2017-01-01	436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	436
Number of participants with account balances	2017-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2011: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	6
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	1
Total of all active and inactive participants	2008-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	7
Number of participants with account balances	2008-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on SUCCESS MORTGAGE PARTNERS 401(K) PLAN

Measure	Date	Value
2022 : SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$697,176
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,741,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,615,228
Value of total corrective distributions	2022-12-31	$58,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,136,147
Value of total assets at end of year	2022-12-31	$6,769,728
Value of total assets at beginning of year	2022-12-31	$7,813,609
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$67,182
Total interest from all sources	2022-12-31	$13,241
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$94,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$94,598
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,651,241
Participant contributions at end of year	2022-12-31	$237,862
Participant contributions at beginning of year	2022-12-31	$176,376
Participant contributions at beginning of year	2022-12-31	$19
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$484,906
Other income not declared elsewhere	2022-12-31	$-1,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,043,881
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,769,728
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,813,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,516,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,624,175
Value of interest in pooled separate accounts at end of year	2022-12-31	$6,263
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,758
Interest on participant loans	2022-12-31	$12,983
Interest earned on other investments	2022-12-31	$258
Value of interest in common/collective trusts at beginning of year	2022-12-31	$6,008,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$8,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-804,220
Net investment gain/loss from pooled separate accounts	2022-12-31	$-301
Net investment gain or loss from common/collective trusts	2022-12-31	$-741,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,615,228
Contract administrator fees	2022-12-31	$67,182
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RICHEY MAY & CO. LLP
Accountancy firm EIN	2022-12-31	710911208
2021 : SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,382,195
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$895,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$819,829
Value of total corrective distributions	2021-12-31	$17,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,411,853
Value of total assets at end of year	2021-12-31	$7,813,609
Value of total assets at beginning of year	2021-12-31	$5,327,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$58,466
Total interest from all sources	2021-12-31	$8,837
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$11,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$11,791
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,096,729
Participant contributions at end of year	2021-12-31	$176,376
Participant contributions at beginning of year	2021-12-31	$130,057
Participant contributions at end of year	2021-12-31	$19
Participant contributions at beginning of year	2021-12-31	$11,171
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$315,124
Other income not declared elsewhere	2021-12-31	$137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,486,344
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,813,609
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,327,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,624,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,024,222
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,758
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$10,166
Interest on participant loans	2021-12-31	$8,727
Interest earned on other investments	2021-12-31	$110
Value of interest in common/collective trusts at end of year	2021-12-31	$6,008,024
Value of interest in common/collective trusts at beginning of year	2021-12-31	$4,151,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$370
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$204,507
Net investment gain/loss from pooled separate accounts	2021-12-31	$-319
Net investment gain or loss from common/collective trusts	2021-12-31	$745,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$819,829
Contract administrator fees	2021-12-31	$58,466
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	RICHEY MAY & CO. LLP
Accountancy firm EIN	2021-12-31	710911208
2020 : SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,485,779
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$476,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$407,292
Expenses. Certain deemed distributions of participant loans	2020-12-31	$4,641
Value of total corrective distributions	2020-12-31	$42,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,692,916
Value of total assets at end of year	2020-12-31	$5,327,265
Value of total assets at beginning of year	2020-12-31	$3,317,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$21,662
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$8,158
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$4,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$4,686
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$1,495,162
Participant contributions at end of year	2020-12-31	$130,057
Participant contributions at beginning of year	2020-12-31	$119,130
Participant contributions at end of year	2020-12-31	$11,171
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$197,754
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$3,661
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$2,009,717
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,327,265
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,317,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,024,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$10,166
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,151,410
Interest on participant loans	2020-12-31	$8,156
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$2
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$4,151,279
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$47,008
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$170,343
Net investment gain/loss from pooled separate accounts	2020-12-31	$19,190
Net investment gain or loss from common/collective trusts	2020-12-31	$586,825
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$0
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$407,292
Contract administrator fees	2020-12-31	$21,662
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	RICHEY MAY & CO. LLP
Accountancy firm EIN	2020-12-31	710911208
2019 : SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,363,310
Total income from all sources (including contributions)	2019-12-31	$1,363,310
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$484,052
Total of all expenses incurred	2019-12-31	$484,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$395,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$395,390
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$80,626
Value of total corrective distributions	2019-12-31	$80,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$815,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$815,745
Value of total assets at end of year	2019-12-31	$3,317,548
Value of total assets at end of year	2019-12-31	$3,317,548
Value of total assets at beginning of year	2019-12-31	$2,438,290
Value of total assets at beginning of year	2019-12-31	$2,438,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,036
Total interest from all sources	2019-12-31	$9,800
Total interest from all sources	2019-12-31	$9,800
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$756,337
Contributions received from participants	2019-12-31	$756,337
Participant contributions at end of year	2019-12-31	$119,130
Participant contributions at end of year	2019-12-31	$119,130
Participant contributions at beginning of year	2019-12-31	$175,446
Participant contributions at beginning of year	2019-12-31	$175,446
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$59,408
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$59,408
Other income not declared elsewhere	2019-12-31	$5,639
Other income not declared elsewhere	2019-12-31	$5,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$879,258
Value of net income/loss	2019-12-31	$879,258
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,317,548
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,317,548
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,438,290
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,438,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,151,410
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,151,410
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,223,375
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,223,375
Interest on participant loans	2019-12-31	$9,385
Interest on participant loans	2019-12-31	$9,385
Interest earned on other investments	2019-12-31	$415
Interest earned on other investments	2019-12-31	$415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$47,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$47,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$39,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$39,469
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$532,126
Net investment gain/loss from pooled separate accounts	2019-12-31	$532,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$395,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$395,390
Contract administrator fees	2019-12-31	$8,036
Contract administrator fees	2019-12-31	$8,036
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RICHEY MAY & CO
Accountancy firm name	2019-12-31	RICHEY MAY & CO
Accountancy firm EIN	2019-12-31	710911208
Accountancy firm EIN	2019-12-31	710911208
2018 : SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$728,057
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$372,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$363,458
Expenses. Certain deemed distributions of participant loans	2018-12-31	$4,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$880,770
Value of total assets at end of year	2018-12-31	$2,438,290
Value of total assets at beginning of year	2018-12-31	$2,082,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,270
Total interest from all sources	2018-12-31	$9,203
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$664,805
Participant contributions at end of year	2018-12-31	$175,446
Participant contributions at beginning of year	2018-12-31	$148,605
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$215,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$355,964
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,438,290
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,082,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,223,375
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,923,085
Interest on participant loans	2018-12-31	$8,906
Interest earned on other investments	2018-12-31	$297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$39,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$10,636
Net investment gain/loss from pooled separate accounts	2018-12-31	$-161,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$363,458
Contract administrator fees	2018-12-31	$4,270
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RICHEY MAY & CO
Accountancy firm EIN	2018-12-31	010759540
2017 : SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$202
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,095,413
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$125,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$116,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$851,658
Value of total assets at end of year	2017-12-31	$2,083,158
Value of total assets at beginning of year	2017-12-31	$1,112,819
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,263
Total interest from all sources	2017-12-31	$4,567
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$735,161
Participant contributions at end of year	2017-12-31	$148,605
Participant contributions at beginning of year	2017-12-31	$30,406
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$116,497
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$42,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$970,137
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,083,158
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,112,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,923,085
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,039,182
Interest on participant loans	2017-12-31	$4,415
Interest earned on other investments	2017-12-31	$152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$10,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$257
Net investment gain/loss from pooled separate accounts	2017-12-31	$239,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$116,013
Contract administrator fees	2017-12-31	$9,263
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RICHEY MAY & CO.
Accountancy firm EIN	2017-12-31	710911208
2011 : SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$29,092
Expenses. Total of all expenses incurred	2011-12-31	$1,604
Benefits paid (including direct rollovers)	2011-12-31	$225
Total plan assets at end of year	2011-12-31	$62,863
Total plan assets at beginning of year	2011-12-31	$35,375
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$32,168
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-3,076
Net income (gross income less expenses)	2011-12-31	$27,488
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$62,863
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$35,375
Assets. Value of participant loans	2011-12-31	$1,160
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,379
2010 : SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$23,451
Expenses. Total of all expenses incurred	2010-12-31	$54,383
Benefits paid (including direct rollovers)	2010-12-31	$39,203
Total plan assets at end of year	2010-12-31	$35,375
Total plan assets at beginning of year	2010-12-31	$66,307
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$20,314
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$3,137
Net income (gross income less expenses)	2010-12-31	$-30,932
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$35,375
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$66,307
Assets. Value of participant loans	2010-12-31	$458
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$13,735
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,445
2008 : SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$9,278
Expenses. Total of all expenses incurred	2008-12-31	$105
Total plan assets at end of year	2008-12-31	$9,173
Total plan assets at beginning of year	2008-12-31	$0
Total contributions received or receivable from participants	2008-12-31	$11,766
Other income received	2008-12-31	$-2,488
Net income (gross income less expenses)	2008-12-31	$9,173
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$9,173
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$0
Total contributions received or receivable from employer(s)	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$105

Form 5500 Responses for SUCCESS MORTGAGE PARTNERS 401(K) PLAN

2022: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2011: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2008: SUCCESS MORTGAGE PARTNERS 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	492
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $76
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $76
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

724528

Policy instance

Insurance contract or identification number	724528
Number of Individuals Covered	492
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $16
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	796
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $22
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

724528

Policy instance

Insurance contract or identification number	724528
Number of Individuals Covered	796
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $23
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	790
Insurance policy start date	2020-07-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

724528

Policy instance

Insurance contract or identification number	724528
Number of Individuals Covered	790
Insurance policy start date	2020-07-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $10
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

069000

Policy instance

Insurance contract or identification number	069000
Number of Individuals Covered	425
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $13,630
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,630
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

069000

Policy instance

Insurance contract or identification number	069000
Number of Individuals Covered	346
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $11,396
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,396
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

069000

Policy instance

Insurance contract or identification number	069000
Number of Individuals Covered	436
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $9,928
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,928
Insurance broker organization code?	3
Insurance broker name	NORTHWESTERN MUTUAL

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Company Name:	SUCCESS MORTGAGE PARTNERS, INC.
Employer identification number (EIN):	010759540
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2013-09-30
Company Identification Number:	0801858959
Legal Registered Office Address:	1200 S SHELDON RD STE 150 PLYMOUTH United States of America (USA) 48170