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RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameRESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN
Plan identification number 001

RESIDENTIAL MORTGAGE SERVICES, INC. 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:RESIDENTIAL MORTGAGE SERVICES, INC
Employer identification number (EIN):010464609
NAIC Classification:522292
NAIC Description:Real Estate Credit

Additional information about RESIDENTIAL MORTGAGE SERVICES, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5418533

More information about RESIDENTIAL MORTGAGE SERVICES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID ROBERTSON2023-10-02 DAVID ROBERTSON2023-10-02
0012022-01-01DAVID ROBERTSON2023-10-02 DAVID ROBERTSON2023-10-02
0012021-01-01LOUIS V. LEBLANC2022-07-14 LOUIS V. LEBLANC2022-07-14
0012020-01-01LOUIS V. LEBLANC2021-07-12 LOUIS V. LEBLANC2021-07-12
0012019-01-01LOUIS V. LEBLANC2020-06-16 LOUIS V. LEBLANC2020-06-16
0012018-01-01LOUIS V. LEBLANC2019-09-06 LOUIS V. LEBLANC2019-09-06
0012017-01-01
0012016-01-01
0012015-01-01
0012014-07-01
0012013-07-01LOUIS V LEBLANC
0012012-07-01ROBERT ORLANDI ROBERT ORLANDI2014-04-10
0012011-07-01ROBERT ORLANDI
0012010-07-01ROBERT ORLANDI
0012009-07-01ROBERT ORLANDI
0012008-07-01ROBERT ORLANDI

Plan Statistics for RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN

Measure Date Value
2023: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01665
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01877
Total number of active participants reported on line 7a of the Form 55002022-01-01493
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01170
Total of all active and inactive participants2022-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01665
Number of participants with account balances2022-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01962
Total number of active participants reported on line 7a of the Form 55002021-01-01723
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01155
Total of all active and inactive participants2021-01-01878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01878
Number of participants with account balances2021-01-01774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01853
Total number of active participants reported on line 7a of the Form 55002020-01-01835
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01111
Total of all active and inactive participants2020-01-01946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01946
Number of participants with account balances2020-01-01765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01867
Total number of active participants reported on line 7a of the Form 55002019-01-01728
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01103
Total of all active and inactive participants2019-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01831
Number of participants with account balances2019-01-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01926
Total number of active participants reported on line 7a of the Form 55002018-01-01733
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01126
Total of all active and inactive participants2018-01-01859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01859
Number of participants with account balances2018-01-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01825
Total number of active participants reported on line 7a of the Form 55002017-01-01810
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0192
Total of all active and inactive participants2017-01-01902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01903
Number of participants with account balances2017-01-01711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01710
Total number of active participants reported on line 7a of the Form 55002016-01-01744
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-01808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01808
Number of participants with account balances2016-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01670
Total number of active participants reported on line 7a of the Form 55002015-01-01657
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01709
Number of participants with account balances2015-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01560
Total number of active participants reported on line 7a of the Form 55002014-07-01586
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0131
Total of all active and inactive participants2014-07-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01617
Number of participants with account balances2014-07-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01430
Total number of active participants reported on line 7a of the Form 55002013-07-01470
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0141
Total of all active and inactive participants2013-07-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01511
Number of participants with account balances2013-07-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01334
Total number of active participants reported on line 7a of the Form 55002012-07-01370
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0127
Total of all active and inactive participants2012-07-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01397
Number of participants with account balances2012-07-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01197
Total number of active participants reported on line 7a of the Form 55002011-07-01287
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0117
Total of all active and inactive participants2011-07-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01304
Number of participants with account balances2011-07-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01166
Total number of active participants reported on line 7a of the Form 55002010-07-01163
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0111
Total of all active and inactive participants2010-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01174
Number of participants with account balances2010-07-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01109
Total number of active participants reported on line 7a of the Form 55002009-07-01139
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-017
Total of all active and inactive participants2009-07-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01146
Number of participants with account balances2009-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
2008: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-0180
Total number of active participants reported on line 7a of the Form 55002008-07-0192
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-018
Total of all active and inactive participants2008-07-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-01100
Number of participants with account balances2008-07-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-010
Number of employers contributing to the scheme2008-07-010

Financial Data on RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN

Measure Date Value
2023 : RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2023 401k financial data
Total transfer of assets from this plan2023-05-22$63,924,101
Total income from all sources (including contributions)2023-05-22$2,558,764
Total of all expenses incurred2023-05-22$541,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-22$479,612
Value of total assets at end of year2023-05-22$0
Value of total assets at beginning of year2023-05-22$61,906,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-22$61,774
Total interest from all sources2023-05-22$12,318
Total dividends received (eg from common stock, registered investment company shares)2023-05-22$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-22No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-22$0
Was this plan covered by a fidelity bond2023-05-22Yes
Value of fidelity bond cover2023-05-22$1,000,000
If this is an individual account plan, was there a blackout period2023-05-22Yes
Were there any nonexempt tranactions with any party-in-interest2023-05-22No
Participant contributions at end of year2023-05-22$0
Participant contributions at beginning of year2023-05-22$1,811,693
Participant contributions at end of year2023-05-22$0
Participant contributions at beginning of year2023-05-22$116,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-22No
Value of net income/loss2023-05-22$2,017,378
Value of net assets at end of year (total assets less liabilities)2023-05-22$0
Value of net assets at beginning of year (total assets less liabilities)2023-05-22$61,906,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-22No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-22No
Were any leases to which the plan was party in default or uncollectible2023-05-22No
Investment advisory and management fees2023-05-22$61,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-22$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-22$16,173,859
Interest on participant loans2023-05-22$1,395
Interest earned on other investments2023-05-22$10,923
Value of interest in common/collective trusts at end of year2023-05-22$0
Value of interest in common/collective trusts at beginning of year2023-05-22$41,693,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-05-22$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-05-22$2,063,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-22$760,226
Net investment gain or loss from common/collective trusts2023-05-22$1,786,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-22No
Was there a failure to transmit to the plan any participant contributions2023-05-22No
Has the plan failed to provide any benefit when due under the plan2023-05-22No
Employer contributions (assets) at end of year2023-05-22$0
Employer contributions (assets) at beginning of year2023-05-22$47,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-22$479,612
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-05-22Yes
Did the plan have assets held for investment2023-05-22Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-22No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-22Yes
Opinion of an independent qualified public accountant for this plan2023-05-22Unqualified
Accountancy firm name2023-05-22BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2023-05-22010523282
2022 : RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-6,952,722
Total of all expenses incurred2022-12-31$15,690,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,075,841
Expenses. Certain deemed distributions of participant loans2022-12-31$301,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,539,846
Value of total assets at end of year2022-12-31$61,906,723
Value of total assets at beginning of year2022-12-31$84,550,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$313,628
Total interest from all sources2022-12-31$79,439
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$628,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$628,969
Administrative expenses professional fees incurred2022-12-31$28,600
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,957,235
Participant contributions at end of year2022-12-31$1,811,693
Participant contributions at beginning of year2022-12-31$1,806,832
Participant contributions at end of year2022-12-31$116,875
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$156,104
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-22,643,596
Value of net assets at end of year (total assets less liabilities)2022-12-31$61,906,723
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$84,550,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$285,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,173,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$79,782,095
Interest on participant loans2022-12-31$79,439
Value of interest in common/collective trusts at end of year2022-12-31$41,693,419
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,063,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,961,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,209,849
Net investment gain or loss from common/collective trusts2022-12-31$-5,991,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,426,507
Employer contributions (assets) at end of year2022-12-31$47,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,075,841
Contract administrator fees2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2022-12-31010523282
2021 : RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$21,814,209
Total of all expenses incurred2021-12-31$6,558,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,338,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,430,523
Value of total assets at end of year2021-12-31$84,550,319
Value of total assets at beginning of year2021-12-31$69,294,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$220,217
Total interest from all sources2021-12-31$91,237
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,986,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,986,850
Administrative expenses professional fees incurred2021-12-31$13,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,358,654
Participant contributions at end of year2021-12-31$1,806,832
Participant contributions at beginning of year2021-12-31$1,885,646
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$352,842
Other income not declared elsewhere2021-12-31$19,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$15,255,432
Value of net assets at end of year (total assets less liabilities)2021-12-31$84,550,319
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$69,294,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$79,782,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$64,330,776
Interest on participant loans2021-12-31$91,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,961,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,078,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,286,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,719,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,338,560
Contract administrator fees2021-12-31$207,217
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2021-12-31010523282
2020 : RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$20,648,905
Total of all expenses incurred2020-12-31$2,726,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,698,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,005,659
Value of total assets at end of year2020-12-31$69,294,887
Value of total assets at beginning of year2020-12-31$51,372,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,438
Total interest from all sources2020-12-31$117,886
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,583,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,583,032
Administrative expenses professional fees incurred2020-12-31$12,950
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,789,684
Participant contributions at end of year2020-12-31$1,885,646
Participant contributions at beginning of year2020-12-31$2,203,353
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$756,311
Other income not declared elsewhere2020-12-31$9,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$17,921,967
Value of net assets at end of year (total assets less liabilities)2020-12-31$69,294,887
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,372,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$64,330,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$46,882,034
Interest on participant loans2020-12-31$117,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,078,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,287,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,932,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,459,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,698,500
Contract administrator fees2020-12-31$15,488
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2020-12-31010523282
2019 : RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,984,237
Total of all expenses incurred2019-12-31$6,013,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,980,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,521,016
Value of total assets at end of year2019-12-31$51,372,920
Value of total assets at beginning of year2019-12-31$40,401,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,299
Total interest from all sources2019-12-31$114,722
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,084,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,084,648
Administrative expenses professional fees incurred2019-12-31$12,800
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,950,592
Participant contributions at end of year2019-12-31$2,203,353
Participant contributions at beginning of year2019-12-31$1,990,266
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,033,381
Other income not declared elsewhere2019-12-31$7,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,970,957
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,372,920
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,401,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$46,882,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,860,519
Income. Interest from loans (other than to participants)2019-12-31$114,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,287,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,507,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,256,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,537,043
Employer contributions (assets) at beginning of year2019-12-31$44,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,980,981
Contract administrator fees2019-12-31$19,499
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2019-12-31010523282
2018 : RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$6,061,585
Total of all expenses incurred2018-12-31$3,379,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,354,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,011,112
Value of total assets at end of year2018-12-31$40,401,963
Value of total assets at beginning of year2018-12-31$37,720,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,975
Total interest from all sources2018-12-31$78,477
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,574,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,574,921
Administrative expenses professional fees incurred2018-12-31$12,818
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,013,550
Participant contributions at end of year2018-12-31$1,990,266
Participant contributions at beginning of year2018-12-31$1,466,731
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,232,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,681,693
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,401,963
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,720,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$35,860,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,647,823
Income. Interest from loans (other than to participants)2018-12-31$78,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,507,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,487,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,602,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,765,211
Employer contributions (assets) at end of year2018-12-31$44,020
Employer contributions (assets) at beginning of year2018-12-31$118,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,354,917
Contract administrator fees2018-12-31$12,157
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2018-12-31010523282
2017 : RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$13,112,351
Total of all expenses incurred2017-12-31$2,507,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,566,401
Expenses. Certain deemed distributions of participant loans2017-12-31$-67,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,775,149
Value of total assets at end of year2017-12-31$37,720,270
Value of total assets at beginning of year2017-12-31$27,115,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,488
Total interest from all sources2017-12-31$54,812
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,247,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,247,398
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,474,707
Participant contributions at end of year2017-12-31$1,466,731
Participant contributions at beginning of year2017-12-31$1,095,658
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$-84
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$735,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,604,369
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,720,270
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,115,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$34,647,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,526,477
Income. Interest from loans (other than to participants)2017-12-31$54,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,487,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,372,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,034,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,565,180
Employer contributions (assets) at end of year2017-12-31$118,308
Employer contributions (assets) at beginning of year2017-12-31$121,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,566,401
Contract administrator fees2017-12-31$9,488
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2017-12-31010523282
2016 : RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$8,859,958
Total of all expenses incurred2016-12-31$1,206,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,140,956
Expenses. Certain deemed distributions of participant loans2016-12-31$67,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,154,481
Value of total assets at end of year2016-12-31$27,115,901
Value of total assets at beginning of year2016-12-31$19,462,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$-2,409
Total interest from all sources2016-12-31$41,498
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$845,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$845,490
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,930,222
Participant contributions at end of year2016-12-31$1,095,658
Participant contributions at beginning of year2016-12-31$924,034
Participant contributions at end of year2016-12-31$-84
Participant contributions at beginning of year2016-12-31$-1,712
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$978,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,653,504
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,115,901
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,462,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,526,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,325,783
Interest on participant loans2016-12-31$41,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,372,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,123,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$818,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,245,939
Employer contributions (assets) at end of year2016-12-31$121,776
Employer contributions (assets) at beginning of year2016-12-31$90,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,140,956
Contract administrator fees2016-12-31$-2,409
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER NEWMAN & NOYES
Accountancy firm EIN2016-12-31010494526
2015 : RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$6,398,097
Total of all expenses incurred2015-12-31$1,722,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,740,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,607,128
Value of total assets at end of year2015-12-31$19,462,397
Value of total assets at beginning of year2015-12-31$14,786,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$-17,903
Total interest from all sources2015-12-31$32,205
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$797,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$797,463
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,291,543
Participant contributions at end of year2015-12-31$924,034
Participant contributions at beginning of year2015-12-31$670,969
Participant contributions at end of year2015-12-31$-1,712
Participant contributions at beginning of year2015-12-31$-3,508
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,403,721
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,675,666
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,462,397
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,786,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,325,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,063,450
Interest on participant loans2015-12-31$32,205
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,123,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,021,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,038,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,911,864
Employer contributions (assets) at end of year2015-12-31$90,688
Employer contributions (assets) at beginning of year2015-12-31$34,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,740,334
Contract administrator fees2015-12-31$-17,903
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER NEWMAN & NOYES
Accountancy firm EIN2015-12-31010494526
2014 : RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,510,622
Total of all expenses incurred2014-12-31$669,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$667,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,500,074
Value of total assets at end of year2014-12-31$14,786,731
Value of total assets at beginning of year2014-12-31$12,946,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,088
Total interest from all sources2014-12-31$12,854
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$531,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$531,492
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,369,878
Participant contributions at end of year2014-12-31$670,969
Participant contributions at beginning of year2014-12-31$775,427
Participant contributions at end of year2014-12-31$-3,508
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$362,192
Total non interest bearing cash at end of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,840,652
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,786,731
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,946,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,063,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,208,560
Interest on participant loans2014-12-31$12,854
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$962,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,021,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-533,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$768,004
Employer contributions (assets) at end of year2014-12-31$34,315
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$667,882
Contract administrator fees2014-12-31$2,088
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER NEWMAN & NOYES
Accountancy firm EIN2014-12-31010494526
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets from this plan2014-06-30$126,061
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$121,996
Total income from all sources (including contributions)2014-06-30$4,724,077
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$798,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$789,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$3,127,575
Value of total assets at end of year2014-06-30$12,946,079
Value of total assets at beginning of year2014-06-30$9,268,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$9,450
Total interest from all sources2014-06-30$26,187
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$91,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$91,113
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,400,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,886,416
Participant contributions at end of year2014-06-30$775,427
Participant contributions at beginning of year2014-06-30$445,958
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$311,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$3,925,191
Value of net assets at end of year (total assets less liabilities)2014-06-30$12,946,079
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$9,146,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$11,208,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$7,877,850
Interest on participant loans2014-06-30$26,187
Value of interest in common/collective trusts at end of year2014-06-30$962,092
Value of interest in common/collective trusts at beginning of year2014-06-30$885,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,449,507
Net investment gain or loss from common/collective trusts2014-06-30$29,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$929,285
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$789,436
Contract administrator fees2014-06-30$9,450
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$121,996
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BAKER NEWMAN & NOYES
Accountancy firm EIN2014-06-30010494526
2013 : RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$121,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$4,069,698
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$392,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$383,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,263,323
Value of total assets at end of year2013-06-30$9,268,945
Value of total assets at beginning of year2013-06-30$5,469,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$8,598
Total interest from all sources2013-06-30$15,213
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$85,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$85,475
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,400,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,929,353
Participant contributions at end of year2013-06-30$445,958
Participant contributions at beginning of year2013-06-30$332,631
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$54,914
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$214,233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,677,266
Value of net assets at end of year (total assets less liabilities)2013-06-30$9,146,949
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,469,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$7,877,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,542,562
Interest on participant loans2013-06-30$15,213
Value of interest in common/collective trusts at end of year2013-06-30$885,137
Value of interest in common/collective trusts at beginning of year2013-06-30$447,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$674,563
Net investment gain or loss from common/collective trusts2013-06-30$31,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,119,737
Employer contributions (assets) at end of year2013-06-30$60,000
Employer contributions (assets) at beginning of year2013-06-30$92,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$383,834
Contract administrator fees2013-06-30$8,598
Liabilities. Value of benefit claims payable at end of year2013-06-30$121,996
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BAKER NEWMAN AND NOYES
Accountancy firm EIN2013-06-30010494526
2012 : RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,976,526
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$141,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$134,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,040,430
Value of total assets at end of year2012-06-30$5,469,683
Value of total assets at beginning of year2012-06-30$3,634,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$7,055
Total interest from all sources2012-06-30$11,146
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$43,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$43,418
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,400,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,198,939
Participant contributions at end of year2012-06-30$332,631
Participant contributions at beginning of year2012-06-30$160,171
Participant contributions at end of year2012-06-30$54,914
Participant contributions at beginning of year2012-06-30$17,090
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$187,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$371,543
Other income not declared elsewhere2012-06-30$9,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,834,884
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,469,683
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,634,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,542,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,785,465
Interest on participant loans2012-06-30$11,146
Value of interest in common/collective trusts at end of year2012-06-30$447,386
Value of interest in common/collective trusts at beginning of year2012-06-30$252,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-130,904
Net investment gain or loss from common/collective trusts2012-06-30$2,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$654,279
Employer contributions (assets) at end of year2012-06-30$92,190
Employer contributions (assets) at beginning of year2012-06-30$48,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$134,587
Contract administrator fees2012-06-30$7,055
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BAKER NEWMAN AND NOYES
Accountancy firm EIN2012-06-30010494526
2011 : RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,587,694
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$280,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$273,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,111,344
Value of total assets at end of year2011-06-30$3,634,799
Value of total assets at beginning of year2011-06-30$2,327,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$7,028
Total interest from all sources2011-06-30$5,841
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$31,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$31,140
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,400,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$640,953
Participant contributions at end of year2011-06-30$160,171
Participant contributions at beginning of year2011-06-30$92,277
Participant contributions at end of year2011-06-30$17,090
Participant contributions at beginning of year2011-06-30$16,138
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$92,501
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$371,543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$380,187
Other income not declared elsewhere2011-06-30$14,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,307,503
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,634,799
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,327,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,785,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,648,269
Interest on participant loans2011-06-30$5,841
Value of interest in common/collective trusts at end of year2011-06-30$252,449
Value of interest in common/collective trusts at beginning of year2011-06-30$175,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$421,318
Net investment gain or loss from common/collective trusts2011-06-30$3,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$377,890
Employer contributions (assets) at end of year2011-06-30$48,081
Employer contributions (assets) at beginning of year2011-06-30$15,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$273,163
Contract administrator fees2011-06-30$7,028
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BAKER NEWMAN AND NOYES
Accountancy firm EIN2011-06-30010494526
2010 : RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN

2023: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RESIDENTIAL MORTGAGE SERVICES, INC. 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 - TrustYes
2020: RESIDENTIAL MORTGAGE SERVICES, INC. 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 - TrustYes
2019: RESIDENTIAL MORTGAGE SERVICES, INC. 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 - TrustYes
2018: RESIDENTIAL MORTGAGE SERVICES, INC. 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 - TrustYes
2017: RESIDENTIAL MORTGAGE SERVICES, INC. 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 - TrustYes
2016: RESIDENTIAL MORTGAGE SERVICES, INC. 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RESIDENTIAL MORTGAGE SERVICES, INC. 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulitple employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes
2008: RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371349-01
Policy instance 1
Insurance contract or identification number371349-01
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-05-22
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371349-01
Policy instance 1
Insurance contract or identification number371349-01
Number of Individuals Covered50
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371349-01
Policy instance 1
Insurance contract or identification number371349-01
Number of Individuals Covered64
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371349-01
Policy instance 1
Insurance contract or identification number371349-01
Number of Individuals Covered70
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371349-01
Policy instance 1
Insurance contract or identification number371349-01
Number of Individuals Covered70
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371349-01
Policy instance 1
Insurance contract or identification number371349-01
Number of Individuals Covered78
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,149
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 $1,858
Insurance broker organization code?3
Insurance broker nameCARL HOLMQUIST

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