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GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 401k Plan overview

Plan NameGREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN
Plan identification number 001

GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING 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

GREAT LAKES HOME MORTGAGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREAT LAKES HOME MORTGAGE, INC.
Employer identification number (EIN):260459139
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALLEN LOMAX2024-01-29 ALLEN LOMAX2024-01-29
0012022-01-01AL LOMAX2023-01-30 AL LOMAX2023-01-30
0012021-01-01AL LOMAX2022-01-31 AL LOMAX2022-01-31
0012020-01-01AL LOMAX2021-02-26 AL LOMAX2021-02-26
0012019-01-01ALLEN LOMAX2020-02-10 ALLEN LOMAX2020-02-10
0012018-01-01AL LOMAX2019-02-18 AL LOMAX2019-02-18
0012017-01-01ALLEN LOMAX
0012016-01-01ALLEN LOMAX
0012015-01-01ALLEN LOMAX
0012014-01-01ALLEN LOMAX
0012013-01-01ALLEN LOMAX
0012012-01-01ALLEN LOMAX2013-01-28
0012011-01-01ALLEN LOMAX2012-01-25
0012009-01-01ALLEN LOMAX ALLEN LOMAX2010-04-09

Financial Data on GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN

Measure Date Value
2025 : GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-090
Total liabilities as of the end of the plan year2025-02-090
Total liabilities as of the beginning of the plan year2025-02-090
Total expenses incurred by plan in this plan year2025-02-0978964
Net assets as of the end of the plan year2025-02-093189077
Total assets as of the beginning of the plan year2025-02-092810689
Value of plan covered by a fidelity bond2025-02-09500000
Participant contributions to plan in this plan year2025-02-0959243
Value of participant loans at end of plan year2025-02-090
Other expenses paid from plan in this plan year2025-02-090
Other contributions to plan in this plan year2025-02-090
Other income to plan in this plan year2025-02-09398109
Plan net income in this plan year2025-02-09378388
Net assets as of the end of the plan year2025-02-093189077
Net assets as of the beginning of the plan year2025-02-092810689
Fees paid to broker by Benefit Provider2025-02-094931
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-0920167
2024 : GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-01-290
Total liabilities as of the end of the plan year2024-01-290
Total liabilities as of the beginning of the plan year2024-01-290
Total expenses incurred by plan in this plan year2024-01-2935110
Net assets as of the end of the plan year2024-01-292810689
Total assets as of the beginning of the plan year2024-01-292312504
Value of plan covered by a fidelity bond2024-01-29500000
Participant contributions to plan in this plan year2024-01-2966573
Value of participant loans at end of plan year2024-01-2912152
Other expenses paid from plan in this plan year2024-01-290
Other contributions to plan in this plan year2024-01-290
Other income to plan in this plan year2024-01-29466722
Plan net income in this plan year2024-01-29498185
Net assets as of the end of the plan year2024-01-292810689
Net assets as of the beginning of the plan year2024-01-292312504
Fees paid to broker by Benefit Provider2024-01-294234
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-2919999
2022 : GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-01-31-6181
Total liabilities as of the end of the plan year2022-01-310
Total liabilities as of the beginning of the plan year2022-01-310
Total expenses incurred by plan in this plan year2022-01-31437823
Net assets as of the end of the plan year2022-01-312782628
Total assets as of the beginning of the plan year2022-01-312708775
Value of plan covered by a fidelity bond2022-01-31500000
Participant contributions to plan in this plan year2022-01-31151158
Value of participant loans at end of plan year2022-01-3132002
Other expenses paid from plan in this plan year2022-01-310
Other contributions to plan in this plan year2022-01-310
Other income to plan in this plan year2022-01-31366699
Plan net income in this plan year2022-01-3180034
Net assets as of the end of the plan year2022-01-312782628
Net assets as of the beginning of the plan year2022-01-312708775
Employer contributions to plan in this plan year2022-01-310
Fees paid to broker by Benefit Provider2022-01-313873
Expensese paid to adminstrative service provicers from plan in this plan year2022-01-3121130
2017 : GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$389,599
Expenses. Total of all expenses incurred2017-12-31$4,774
Total plan assets at end of year2017-12-31$1,656,700
Total plan assets at beginning of year2017-12-31$1,271,875
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$146,011
Other income received2017-12-31$243,588
Net income (gross income less expenses)2017-12-31$384,825
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,656,700
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,271,875
Assets. Value of participant loans2017-12-31$22,574
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,774
2016 : GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$236,892
Expenses. Total of all expenses incurred2016-12-31$6,678
Benefits paid (including direct rollovers)2016-12-31$2,117
Total plan assets at end of year2016-12-31$1,271,875
Total plan assets at beginning of year2016-12-31$1,041,661
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$146,956
Other income received2016-12-31$89,936
Net income (gross income less expenses)2016-12-31$230,214
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,271,875
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,041,661
Assets. Value of participant loans2016-12-31$11,042
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,561
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$124,179
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,041,661
Total plan assets at beginning of year2015-12-31$917,482
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$134,264
Other income received2015-12-31$-10,085
Net income (gross income less expenses)2015-12-31$124,179
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,041,661
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$917,482
2014 : GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$148,799
Expenses. Total of all expenses incurred2014-12-31$40,587
Benefits paid (including direct rollovers)2014-12-31$9,497
Total plan assets at end of year2014-12-31$917,482
Total plan assets at beginning of year2014-12-31$809,270
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$97,754
Other income received2014-12-31$51,045
Net income (gross income less expenses)2014-12-31$108,212
Net plan assets at end of year (total assets less liabilities)2014-12-31$917,482
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$809,270
Value of corrective distributions2014-12-31$27,309
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,781
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$216,163
Expenses. Total of all expenses incurred2013-12-31$22,941
Total plan assets at end of year2013-12-31$809,270
Total plan assets at beginning of year2013-12-31$616,048
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$97,404
Other income received2013-12-31$118,759
Net income (gross income less expenses)2013-12-31$193,222
Net plan assets at end of year (total assets less liabilities)2013-12-31$809,270
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$616,048
Value of corrective distributions2013-12-31$19,915
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,026
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2010 : GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$145,004
Expenses. Total of all expenses incurred2010-12-31$2,360
Benefits paid (including direct rollovers)2010-12-31$630
Total plan assets at end of year2010-12-31$433,626
Total plan assets at beginning of year2010-12-31$290,982
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$95,162
Other income received2010-12-31$49,842
Net income (gross income less expenses)2010-12-31$142,644
Net plan assets at end of year (total assets less liabilities)2010-12-31$433,626
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$290,982
Assets. Value of participant loans2010-12-31$2,120
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,730
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN

2017: GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2009: GREAT LAKES HOME MORTGAGE, INC. 401(K)PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620303
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620303
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620303
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620303
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91894
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91894
Policy instance 1

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