Logo

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

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

FIRST SECURITY MORTGAGE SERVICES, INC. 401(K) PLAN Benefits

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

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

Company Name:FIRST SECURITY MORTGAGE SERVICES, INC.
Employer identification number (EIN):593153355
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01SUSAN O'NEILL2020-05-11 SAMUEL FAXON BISSETT III2020-05-11
0012018-01-01SUSAN O'NEILL2019-06-20 SAMUEL FAXON BISSETT III2019-06-20
0012017-01-01SUSAN O'NEILL2018-05-18 SAMUEL FAXON BISSETT III2018-05-24
0012016-01-01

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

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

Measure Date Value
2025: FIRST SECURITY MORTGAGE SERVICES, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-0411
Total number of particpants at end of year2025-06-0410
Number of Participants With Account Balances2025-06-046
2024: FIRST SECURITY MORTGAGE SERVICES, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2511
Total number of particpants at end of year2024-07-2511
Number of Participants With Account Balances2024-07-257
2022: FIRST SECURITY MORTGAGE SERVICES, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-1412
Total number of particpants at end of year2022-07-1412
Number of Participants With Account Balances2022-07-149

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

Measure Date Value
2025 : FIRST SECURITY MORTGAGE SERVICES, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0495847
Net assets as of the end of the plan year2025-06-04193365
Total assets as of the beginning of the plan year2025-06-04244782
Value of plan covered by a fidelity bond2025-06-0450000
Participant contributions to plan in this plan year2025-06-0417335
Other income to plan in this plan year2025-06-0427095
Plan net income in this plan year2025-06-04-51417
Net assets as of the end of the plan year2025-06-04193365
Net assets as of the beginning of the plan year2025-06-04244782
Fees paid to broker by Benefit Provider2025-06-04120
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-041993
2024 : FIRST SECURITY MORTGAGE SERVICES, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-251819
Net assets as of the end of the plan year2024-07-25244782
Total assets as of the beginning of the plan year2024-07-25193400
Value of plan covered by a fidelity bond2024-07-2550000
Participant contributions to plan in this plan year2024-07-2519699
Other income to plan in this plan year2024-07-2533502
Plan net income in this plan year2024-07-2551382
Net assets as of the end of the plan year2024-07-25244782
Net assets as of the beginning of the plan year2024-07-25193400
Fees paid to broker by Benefit Provider2024-07-25108
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-251819
2022 : FIRST SECURITY MORTGAGE SERVICES, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-141551
Net assets as of the end of the plan year2022-07-14227686
Total assets as of the beginning of the plan year2022-07-14146841
Value of plan covered by a fidelity bond2022-07-1450000
Participant contributions to plan in this plan year2022-07-1456326
Other income to plan in this plan year2022-07-1426070
Plan net income in this plan year2022-07-1480845
Net assets as of the end of the plan year2022-07-14227686
Net assets as of the beginning of the plan year2022-07-14146841
Fees paid to broker by Benefit Provider2022-07-1496
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-141551

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup