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PACOR MORTGAGE CORPORATION 401(K) PLAN 401k Plan overview

Plan NamePACOR MORTGAGE CORPORATION 401(K) PLAN
Plan identification number 001

PACOR MORTGAGE CORPORATION 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.

401k Sponsoring company profile

PACOR MORTGAGE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PACOR MORTGAGE CORPORATION
Employer identification number (EIN):363575871
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACOR MORTGAGE CORPORATION 401(K) 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
0012018-01-01
0012017-01-01JOHN M. AUGUSTINE JOHN M. AUGUSTINE2018-10-12
0012016-01-01GEORGE REYNOLDS
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01GEORGE REYNOLDS
0012011-01-01GEORGE REYNOLDS
0012010-01-01GEORGE REYNOLDS
0012009-01-01KAREN DIGNAN

Plan Statistics for PACOR MORTGAGE CORPORATION 401(K) PLAN

401k plan membership statisitcs for PACOR MORTGAGE CORPORATION 401(K) PLAN

Measure Date Value
2022: PACOR MORTGAGE CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0170
Total number of active participants reported on line 7a of the Form 55002022-01-0144
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0158
Number of participants with account balances2022-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: PACOR MORTGAGE CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0176
Total number of active participants reported on line 7a of the Form 55002021-01-0152
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0170
Number of participants with account balances2021-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PACOR MORTGAGE CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0169
Total number of active participants reported on line 7a of the Form 55002020-01-0156
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0176
Number of participants with account balances2020-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: PACOR MORTGAGE CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0186
Total number of active participants reported on line 7a of the Form 55002019-01-0150
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0169
Number of participants with account balances2019-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PACOR MORTGAGE CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0187
Total number of active participants reported on line 7a of the Form 55002018-01-0169
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0186
Number of participants with account balances2018-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PACOR MORTGAGE CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01104
Total number of active participants reported on line 7a of the Form 55002017-01-0170
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0187
Number of participants with account balances2017-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: PACOR MORTGAGE CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01111
Total number of active participants reported on line 7a of the Form 55002016-01-0186
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01104
Number of participants with account balances2016-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: PACOR MORTGAGE CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01119
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01112
Number of participants with account balances2015-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: PACOR MORTGAGE CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0196
Total number of active participants reported on line 7a of the Form 55002014-01-01109
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01117
Number of participants with account balances2014-01-0159
2013: PACOR MORTGAGE CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0165
Total number of active participants reported on line 7a of the Form 55002013-01-0162
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0166
Number of participants with account balances2013-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: PACOR MORTGAGE CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0165
Total number of active participants reported on line 7a of the Form 55002012-01-0163
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0167
Number of participants with account balances2012-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PACOR MORTGAGE CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0157
Total number of active participants reported on line 7a of the Form 55002011-01-0152
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0157
Number of participants with account balances2011-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: PACOR MORTGAGE CORPORATION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0147
Total number of active participants reported on line 7a of the Form 55002010-01-0155
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0157
Number of participants with account balances2010-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PACOR MORTGAGE CORPORATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0143
Total number of active participants reported on line 7a of the Form 55002009-01-0143
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0145
Number of participants with account balances2009-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PACOR MORTGAGE CORPORATION 401(K) PLAN

Measure Date Value
2022 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-459,734
Expenses. Total of all expenses incurred2022-12-31$477,773
Benefits paid (including direct rollovers)2022-12-31$464,804
Total plan assets at end of year2022-12-31$4,467,057
Total plan assets at beginning of year2022-12-31$5,404,564
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$36,922
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-789,724
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-937,507
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,467,057
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,404,564
Assets. Value of participant loans2022-12-31$126,976
Total contributions received or receivable from employer(s)2022-12-31$293,068
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$12,969
2021 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,078,253
Expenses. Total of all expenses incurred2021-12-31$588,783
Benefits paid (including direct rollovers)2021-12-31$574,689
Total plan assets at end of year2021-12-31$5,404,564
Total plan assets at beginning of year2021-12-31$4,915,094
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$327,567
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$697,236
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$489,470
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,404,564
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,915,094
Assets. Value of participant loans2021-12-31$27,899
Total contributions received or receivable from employer(s)2021-12-31$53,450
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$14,094
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,052,354
Expenses. Total of all expenses incurred2020-12-31$638,944
Benefits paid (including direct rollovers)2020-12-31$627,121
Total plan assets at end of year2020-12-31$4,915,094
Total plan assets at beginning of year2020-12-31$4,501,684
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$373,476
Contributions received from other sources (not participants or employers)2020-12-31$75,133
Other income received2020-12-31$554,471
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$413,410
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,915,094
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,501,684
Assets. Value of participant loans2020-12-31$43,344
Total contributions received or receivable from employer(s)2020-12-31$49,274
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$1,887
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$9,936
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,167,134
Expenses. Total of all expenses incurred2019-12-31$72,869
Benefits paid (including direct rollovers)2019-12-31$53,284
Total plan assets at end of year2019-12-31$4,501,684
Total plan assets at beginning of year2019-12-31$3,407,419
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$252,039
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$870,252
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,094,265
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,501,684
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,407,419
Assets. Value of participant loans2019-12-31$91,403
Total contributions received or receivable from employer(s)2019-12-31$44,843
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$9,174
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,411
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$90,149
Expenses. Total of all expenses incurred2018-12-31$273,942
Benefits paid (including direct rollovers)2018-12-31$263,948
Total plan assets at end of year2018-12-31$3,407,419
Total plan assets at beginning of year2018-12-31$3,591,212
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$226,194
Expenses. Other expenses not covered elsewhere2018-12-31$23
Contributions received from other sources (not participants or employers)2018-12-31$742
Other income received2018-12-31$-170,601
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-183,793
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,407,419
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,591,212
Assets. Value of participant loans2018-12-31$93,547
Total contributions received or receivable from employer(s)2018-12-31$33,814
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9,971
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$848,908
Expenses. Total of all expenses incurred2017-12-31$408,986
Benefits paid (including direct rollovers)2017-12-31$361,277
Total plan assets at end of year2017-12-31$3,591,212
Total plan assets at beginning of year2017-12-31$3,151,290
Total contributions received or receivable from participants2017-12-31$234,640
Expenses. Other expenses not covered elsewhere2017-12-31$12
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$576,174
Noncash contributions received2017-12-31$84
Net income (gross income less expenses)2017-12-31$439,922
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,591,212
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,151,290
Assets. Value of participant loans2017-12-31$83,175
Total contributions received or receivable from employer(s)2017-12-31$38,010
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$47,098
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$599
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$533,501
Expenses. Total of all expenses incurred2016-12-31$80,426
Benefits paid (including direct rollovers)2016-12-31$80,426
Total plan assets at end of year2016-12-31$3,151,290
Total plan assets at beginning of year2016-12-31$2,698,215
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$206,150
Contributions received from other sources (not participants or employers)2016-12-31$110,966
Other income received2016-12-31$176,461
Net income (gross income less expenses)2016-12-31$453,075
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,151,290
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,698,215
Assets. Value of participant loans2016-12-31$56,955
Total contributions received or receivable from employer(s)2016-12-31$39,924
2015 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$316,172
Expenses. Total of all expenses incurred2015-12-31$49,037
Benefits paid (including direct rollovers)2015-12-31$49,037
Total plan assets at end of year2015-12-31$2,698,215
Total plan assets at beginning of year2015-12-31$2,431,080
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$51,105
Other income received2015-12-31$-15,798
Net income (gross income less expenses)2015-12-31$267,135
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,698,215
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,431,080
Assets. Value of participant loans2015-12-31$11,800
Total contributions received or receivable from employer(s)2015-12-31$280,865
2014 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$474,698
Expenses. Total of all expenses incurred2014-12-31$4,155
Benefits paid (including direct rollovers)2014-12-31$4,155
Total plan assets at end of year2014-12-31$2,431,080
Total plan assets at beginning of year2014-12-31$1,960,537
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$254,871
Contributions received from other sources (not participants or employers)2014-12-31$51,373
Other income received2014-12-31$120,149
Net income (gross income less expenses)2014-12-31$470,543
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,431,080
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,960,537
Assets. Value of participant loans2014-12-31$12,938
Total contributions received or receivable from employer(s)2014-12-31$48,305
2013 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$613,824
Expenses. Total of all expenses incurred2013-12-31$72,554
Benefits paid (including direct rollovers)2013-12-31$72,554
Total plan assets at end of year2013-12-31$1,960,537
Total plan assets at beginning of year2013-12-31$1,419,267
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$217,584
Other income received2013-12-31$354,888
Net income (gross income less expenses)2013-12-31$541,270
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,960,537
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,419,267
Assets. Value of participant loans2013-12-31$43,059
Total contributions received or receivable from employer(s)2013-12-31$41,352
2012 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$407,566
Expenses. Total of all expenses incurred2012-12-31$64,561
Benefits paid (including direct rollovers)2012-12-31$64,561
Total plan assets at end of year2012-12-31$1,419,267
Total plan assets at beginning of year2012-12-31$1,076,262
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$221,575
Other income received2012-12-31$142,513
Net income (gross income less expenses)2012-12-31$343,005
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,419,267
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,076,262
Assets. Value of participant loans2012-12-31$18,670
Total contributions received or receivable from employer(s)2012-12-31$43,478
2011 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$109,896
Expenses. Total of all expenses incurred2011-12-31$66,602
Benefits paid (including direct rollovers)2011-12-31$66,602
Total plan assets at end of year2011-12-31$1,076,262
Total plan assets at beginning of year2011-12-31$1,032,968
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$129,096
Contributions received from other sources (not participants or employers)2011-12-31$6,004
Other income received2011-12-31$-48,185
Net income (gross income less expenses)2011-12-31$43,294
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,076,262
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,032,968
Assets. Value of participant loans2011-12-31$6,731
Total contributions received or receivable from employer(s)2011-12-31$22,981
2010 : PACOR MORTGAGE CORPORATION 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$259,938
Expenses. Total of all expenses incurred2010-12-31$3,587
Benefits paid (including direct rollovers)2010-12-31$3,587
Total plan assets at end of year2010-12-31$1,032,968
Total plan assets at beginning of year2010-12-31$776,617
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$146,118
Other income received2010-12-31$86,938
Net income (gross income less expenses)2010-12-31$256,351
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,032,968
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$776,617
Assets. Value of participant loans2010-12-31$6,023
Total contributions received or receivable from employer(s)2010-12-31$26,882

Form 5500 Responses for PACOR MORTGAGE CORPORATION 401(K) PLAN

2022: PACOR MORTGAGE CORPORATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PACOR MORTGAGE CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PACOR MORTGAGE CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PACOR MORTGAGE CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PACOR MORTGAGE CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PACOR MORTGAGE CORPORATION 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PACOR MORTGAGE CORPORATION 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PACOR MORTGAGE CORPORATION 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PACOR MORTGAGE CORPORATION 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PACOR MORTGAGE CORPORATION 401(K) 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: PACOR MORTGAGE CORPORATION 401(K) 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 - TrustYes
2011: PACOR MORTGAGE CORPORATION 401(K) 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 - TrustYes
2010: PACOR MORTGAGE CORPORATION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PACOR MORTGAGE CORPORATION 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698098
Policy instance 1
Insurance contract or identification number698098
Number of Individuals Covered58
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $12,614
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $12,614
Amount paid for insurance broker fees0
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698098
Policy instance 1
Insurance contract or identification number698098
Number of Individuals Covered70
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14,354
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $14,354
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698098
Policy instance 1
Insurance contract or identification number698098
Number of Individuals Covered76
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,599
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $13,599
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698098
Policy instance 1
Insurance contract or identification number698098
Number of Individuals Covered51
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,025
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $13,025
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698098
Policy instance 1
Insurance contract or identification number698098
Number of Individuals Covered51
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,345
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $12,345
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698098
Policy instance 1
Insurance contract or identification number698098
Number of Individuals Covered7
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,202
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $11,202
Insurance broker organization code?3
Insurance broker nameMELONE MICHAEL E
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91670953
Policy instance 1
Insurance contract or identification number91670953
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,374
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
Commission paid to Insurance BrokerUSD $4,187
Insurance broker organization code?3
Insurance broker nameMICHAEL MELONE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91670953
Policy instance 1
Insurance contract or identification number91670953
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,896
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,448
Insurance broker organization code?3
Insurance broker nameMICHAEL MELONE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91670953
Policy instance 1
Insurance contract or identification number91670953
Number of Individuals Covered65
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,474
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,737
Insurance broker organization code?3
Insurance broker nameMICHAEL MELONE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91670953
Policy instance 1
Insurance contract or identification number91670953
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $366
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $183
Insurance broker organization code?3
Insurance broker nameMICHAEL MELONE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91670953
Policy instance 1
Insurance contract or identification number91670953
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91670953
Policy instance 1
Insurance contract or identification number91670953
Number of Individuals Covered27
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 $2,532
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees2532
Additional information about fees paid to insurance brokerCOMMISIONS
Insurance broker organization code?3
Insurance broker nameGREGORY POWELL, CFP

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