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VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameVALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

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

Company Name:VALUE MORTGAGE, INC.
Employer identification number (EIN):330692054
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01JANICE THOMAS
0012017-01-01JANICE THOMAS JANICE THOMAS2018-10-11
0012016-01-01JANICE S THOMAS JANICE S THOMAS2017-10-11
0012015-01-01JANICE THOMAS JANICE THOMAS2016-10-12
0012014-01-01JAN THOMAS JAN THOMAS2015-07-05
0012013-01-01JANICE THOMAS JANICE THOMAS2014-07-10
0012012-01-01JANICE THOMAS JANICE THOMAS2013-07-08
0012011-01-01JANICE THOMAS JANICE THOMAS2012-07-03
0012009-01-01BLOCK CONSULTING ACTUARIES BLOCK CONSULTING ACTUARIES2010-09-17

Plan Statistics for VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-013
Total participants2022-01-013
Number of participants with account balances2022-01-013
2021: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
Number of participants with account balances2021-01-013
2020: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
2017: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
2016: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-012
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2009: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-112,605
Expenses. Total of all expenses incurred2022-12-31$475
Total plan assets at end of year2022-12-31$423,790
Total plan assets at beginning of year2022-12-31$536,870
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of loans (other than to participants)2022-12-31$310,156
Other income received2022-12-31$-112,605
Net income (gross income less expenses)2022-12-31$-113,080
Net plan assets at end of year (total assets less liabilities)2022-12-31$423,790
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$536,870
Assets. Value of participant loans2022-12-31$0
Assets. Value of employer securities2022-12-31$48,950
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$475
2021 : VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$-67,473
Expenses. Total of all expenses incurred2021-12-31$475
Total plan assets at end of year2021-12-31$536,870
Total plan assets at beginning of year2021-12-31$604,818
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of loans (other than to participants)2021-12-31$376,658
Other income received2021-12-31$-67,473
Net income (gross income less expenses)2021-12-31$-67,948
Net plan assets at end of year (total assets less liabilities)2021-12-31$536,870
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$604,818
Assets. Value of participant loans2021-12-31$88,297
Assets. Value of employer securities2021-12-31$66,482
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$475
2020 : VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$48,962
Expenses. Total of all expenses incurred2020-12-31$1,109
Total plan assets at end of year2020-12-31$604,818
Total plan assets at beginning of year2020-12-31$556,965
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of loans (other than to participants)2020-12-31$398,993
Expenses. Other expenses not covered elsewhere2020-12-31$707
Other income received2020-12-31$48,962
Net income (gross income less expenses)2020-12-31$47,853
Net plan assets at end of year (total assets less liabilities)2020-12-31$604,818
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$556,965
Assets. Value of participant loans2020-12-31$97,701
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$402
2019 : VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$27,380
Total plan assets at end of year2019-12-31$556,965
Total plan assets at beginning of year2019-12-31$529,585
Value of fidelity bond covering the plan2019-12-31$500,000
Assets. Value of loans (other than to participants)2019-12-31$381,984
Other income received2019-12-31$27,380
Net income (gross income less expenses)2019-12-31$27,380
Net plan assets at end of year (total assets less liabilities)2019-12-31$556,965
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$529,585
Assets. Value of participant loans2019-12-31$116,613
2018 : VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$27,190
Expenses. Total of all expenses incurred2018-12-31$2,343
Total plan assets at end of year2018-12-31$529,585
Total plan assets at beginning of year2018-12-31$504,738
Value of fidelity bond covering the plan2018-12-31$500,000
Assets. Value of loans (other than to participants)2018-12-31$362,475
Other income received2018-12-31$27,190
Net income (gross income less expenses)2018-12-31$24,847
Net plan assets at end of year (total assets less liabilities)2018-12-31$529,585
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$504,738
Assets. Value of participant loans2018-12-31$118,699
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,343
2017 : VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$28,958
Expenses. Total of all expenses incurred2017-12-31$2,015
Total plan assets at end of year2017-12-31$504,738
Total plan assets at beginning of year2017-12-31$477,795
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of loans (other than to participants)2017-12-31$342,965
Other income received2017-12-31$28,958
Net income (gross income less expenses)2017-12-31$26,943
Net plan assets at end of year (total assets less liabilities)2017-12-31$504,738
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$477,795
Assets. Value of participant loans2017-12-31$118,392
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,015
2016 : VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$27,992
Expenses. Total of all expenses incurred2016-12-31$2,660
Total plan assets at end of year2016-12-31$477,795
Total plan assets at beginning of year2016-12-31$452,463
Value of fidelity bond covering the plan2016-12-31$500,000
Assets. Value of loans (other than to participants)2016-12-31$314,056
Other income received2016-12-31$27,992
Net income (gross income less expenses)2016-12-31$25,332
Net plan assets at end of year (total assets less liabilities)2016-12-31$477,795
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$452,463
Assets. Value of participant loans2016-12-31$115,709
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,660
2015 : VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$28,145
Expenses. Total of all expenses incurred2015-12-31$1,044
Total plan assets at end of year2015-12-31$452,463
Total plan assets at beginning of year2015-12-31$425,362
Value of fidelity bond covering the plan2015-12-31$500,000
Assets. Value of loans (other than to participants)2015-12-31$296,809
Other income received2015-12-31$28,145
Net income (gross income less expenses)2015-12-31$27,101
Net plan assets at end of year (total assets less liabilities)2015-12-31$452,463
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$425,362
Assets. Value of participant loans2015-12-31$112,463
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,044
2014 : VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$32,771
Expenses. Total of all expenses incurred2014-12-31$20,015
Benefits paid (including direct rollovers)2014-12-31$17,593
Total plan assets at end of year2014-12-31$425,362
Total plan assets at beginning of year2014-12-31$412,606
Value of fidelity bond covering the plan2014-12-31$500,000
Assets. Value of loans (other than to participants)2014-12-31$314,774
Other income received2014-12-31$32,771
Net income (gross income less expenses)2014-12-31$12,756
Net plan assets at end of year (total assets less liabilities)2014-12-31$425,362
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$412,606
Assets. Value of participant loans2014-12-31$92,811
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,422
2013 : VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$30,438
Expenses. Total of all expenses incurred2013-12-31$2,666
Benefits paid (including direct rollovers)2013-12-31$623
Total plan assets at end of year2013-12-31$412,606
Total plan assets at beginning of year2013-12-31$384,834
Value of fidelity bond covering the plan2013-12-31$500,000
Assets. Value of loans (other than to participants)2013-12-31$300,783
Other income received2013-12-31$30,438
Net income (gross income less expenses)2013-12-31$27,772
Net plan assets at end of year (total assets less liabilities)2013-12-31$412,606
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$384,834
Assets. Value of participant loans2013-12-31$54,260
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,043
2012 : VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$34,123
Expenses. Total of all expenses incurred2012-12-31$3,658
Total plan assets at end of year2012-12-31$384,902
Total plan assets at beginning of year2012-12-31$354,437
Value of fidelity bond covering the plan2012-12-31$500,000
Assets. Value of loans (other than to participants)2012-12-31$309,139
Other income received2012-12-31$34,123
Net income (gross income less expenses)2012-12-31$30,465
Net plan assets at end of year (total assets less liabilities)2012-12-31$384,902
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$354,437
Assets. Value of participant loans2012-12-31$22,861
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,658
2011 : VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-270,480
Expenses. Total of all expenses incurred2011-12-31$2,449
Total plan assets at end of year2011-12-31$354,437
Total plan assets at beginning of year2011-12-31$627,366
Value of fidelity bond covering the plan2011-12-31$500,000
Assets. Value of loans (other than to participants)2011-12-31$218,360
Other income received2011-12-31$-270,480
Net income (gross income less expenses)2011-12-31$-272,929
Net plan assets at end of year (total assets less liabilities)2011-12-31$354,437
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$627,366
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,449
2010 : VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$30,830
Expenses. Total of all expenses incurred2010-12-31$1,965
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$627,366
Total plan assets at beginning of year2010-12-31$598,501
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$2,200
Assets. Value of loans (other than to participants)2010-12-31$476,031
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$28,630
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$28,865
Net plan assets at end of year (total assets less liabilities)2010-12-31$627,366
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$598,501
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,965

Form 5500 Responses for VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN

2022: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: VALUE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberEO882148
Policy instance 1
Insurance contract or identification numberEO882148
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberEO882148
Policy instance 1
Insurance contract or identification numberEO882148
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberEO882148
Policy instance 1
Insurance contract or identification numberEO882148
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberEO882148
Policy instance 1
Insurance contract or identification numberEO882148
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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