PRIME MORTGAGE LENDING INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PRIME MORTGAGE LENDING 401K PLAN
| Measure | Date | Value |
|---|
| 2024 : PRIME MORTGAGE LENDING 401K PLAN 2024 401k financial data |
|---|
| Total income from all sources (including contributions) | 2024-01-01 | $1,904,884 |
| Total of all expenses incurred | 2024-01-01 | $1,661,865 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-01-01 | $1,543,583 |
| Expenses. Certain deemed distributions of participant loans | 2024-01-01 | $42,343 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-01-01 | $544,329 |
| Value of total assets at end of year | 2024-01-01 | $9,780,155 |
| Value of total assets at beginning of year | 2024-01-01 | $9,537,136 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-01-01 | $75,939 |
| Total interest from all sources | 2024-01-01 | $315,656 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-01-01 | No |
| Was this plan covered by a fidelity bond | 2024-01-01 | Yes |
| Value of fidelity bond cover | 2024-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2024-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-01-01 | No |
| Contributions received from participants | 2024-01-01 | $494,382 |
| Participant contributions at end of year | 2024-01-01 | $180,414 |
| Participant contributions at beginning of year | 2024-01-01 | $258,395 |
| Participant contributions at end of year | 2024-01-01 | $0 |
| Participant contributions at beginning of year | 2024-01-01 | $15,701 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2024-01-01 | $49,765 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Value of net income/loss | 2024-01-01 | $243,019 |
| Value of net assets at end of year (total assets less liabilities) | 2024-01-01 | $9,780,155 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-01-01 | $9,537,136 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2024-01-01 | $9,172,257 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2024-01-01 | $8,699,777 |
| Interest on participant loans | 2024-01-01 | $17,993 |
| Value of interest in common/collective trusts at end of year | 2024-01-01 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2024-01-01 | $85,733 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2024-01-01 | $427,484 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2024-01-01 | $297,663 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2024-01-01 | $1,044,899 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-01-01 | No |
| Contributions received in cash from employer | 2024-01-01 | $182 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-01-01 | $1,543,583 |
| Contract administrator fees | 2024-01-01 | $75,939 |
| Did the plan have assets held for investment | 2024-01-01 | 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 | 2024-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2024-01-01 | 1 |
| Accountancy firm name | 2024-01-01 | LEE CPA AUDIT GROUP |
| Accountancy firm EIN | 2024-01-01 | 814637885 |
| 2023 : PRIME MORTGAGE LENDING 401K PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,051,080 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $1,381,607 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,276,622 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $36,266 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $582,001 |
| Value of total assets at end of year | 2023-12-31 | $9,537,136 |
| Value of total assets at beginning of year | 2023-12-31 | $8,867,663 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $68,719 |
| Total interest from all sources | 2023-12-31 | $239,417 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $552,856 |
| Participant contributions at end of year | 2023-12-31 | $258,395 |
| Participant contributions at beginning of year | 2023-12-31 | $240,336 |
| Participant contributions at end of year | 2023-12-31 | $15,701 |
| Participant contributions at beginning of year | 2023-12-31 | $358 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $29,145 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $669,473 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $9,537,136 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,867,663 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $52,179 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $8,699,777 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $7,769,770 |
| Interest on participant loans | 2023-12-31 | $15,606 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $85,733 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $238,215 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $477,530 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $618,599 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $618,599 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $223,811 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,229,662 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $0 |
| Employer contributions (assets) at end of year | 2023-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $385 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,276,622 |
| Contract administrator fees | 2023-12-31 | $4,022 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | ELLIOTT DAVIS |
| Accountancy firm EIN | 2023-12-31 | 570381582 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,051,080 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $1,381,607 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,276,622 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $36,266 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $582,001 |
| Value of total assets at end of year | 2023-01-01 | $9,537,136 |
| Value of total assets at beginning of year | 2023-01-01 | $8,867,663 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $68,719 |
| Total interest from all sources | 2023-01-01 | $239,417 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $552,856 |
| Participant contributions at end of year | 2023-01-01 | $258,395 |
| Participant contributions at beginning of year | 2023-01-01 | $240,336 |
| Participant contributions at end of year | 2023-01-01 | $15,701 |
| Participant contributions at beginning of year | 2023-01-01 | $358 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $29,145 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $669,473 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $9,537,136 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $8,867,663 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $52,179 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $8,699,777 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $7,769,770 |
| Interest on participant loans | 2023-01-01 | $15,606 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $85,733 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $238,215 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $477,530 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $223,811 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,229,662 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $0 |
| Employer contributions (assets) at end of year | 2023-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $385 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,276,622 |
| Contract administrator fees | 2023-01-01 | $4,022 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | ELLIOTT DAVIS |
| Accountancy firm EIN | 2023-01-01 | 570381582 |
| 2022 : PRIME MORTGAGE LENDING 401K PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $1,861,438 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,861,438 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,861,438 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,861,438 |
| Value of total assets at end of year | 2022-01-01 | $0 |
| Value of total assets at beginning of year | 2022-01-01 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $0 |
| Total income from rents | 2022-01-01 | $0 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $868,477 |
| Other income not declared elsewhere | 2022-01-01 | $0 |
| Total non interest bearing cash at end of year | 2022-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $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 | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $1,861,438 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $992,961 |
| 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 | 2022-01-01 | No |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| 2021 : PRIME MORTGAGE LENDING 401K PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-11-01 | $0 |
| Total transfer of assets to this plan | 2021-11-01 | $0 |
| Total transfer of assets from this plan | 2021-11-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-11-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-11-01 | $0 |
| Total income from all sources (including contributions) | 2021-11-01 | $1,861,438 |
| Total loss/gain on sale of assets | 2021-11-01 | $0 |
| Total of all expenses incurred | 2021-11-01 | $1,861,438 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-11-01 | $1,861,438 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-11-01 | $1,861,438 |
| Value of total assets at end of year | 2021-11-01 | $0 |
| Value of total assets at beginning of year | 2021-11-01 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-11-01 | $0 |
| Total income from rents | 2021-11-01 | $0 |
| Total interest from all sources | 2021-11-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-11-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-11-01 | No |
| Was this plan covered by a fidelity bond | 2021-11-01 | Yes |
| Value of fidelity bond cover | 2021-11-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-11-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-11-01 | No |
| Contributions received from participants | 2021-11-01 | $868,477 |
| Other income not declared elsewhere | 2021-11-01 | $0 |
| Total non interest bearing cash at end of year | 2021-11-01 | $0 |
| Total non interest bearing cash at beginning of year | 2021-11-01 | $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 | 2021-11-01 | No |
| Value of net income/loss | 2021-11-01 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2021-11-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-11-01 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-11-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-11-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-11-01 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-11-01 | $1,861,438 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-11-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-11-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-11-01 | No |
| Contributions received in cash from employer | 2021-11-01 | $992,961 |
| 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 | 2021-11-01 | No |
| Did the plan have assets held for investment | 2021-11-01 | 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 | 2021-11-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-11-01 | No |
