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C & T MORTGAGE 401(K) PLAN 401k Plan overview

Plan NameC & T MORTGAGE 401(K) PLAN
Plan identification number 001

C & T MORTGAGE 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

C & T MORTGAGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:C & T MORTGAGE, INC.
Employer identification number (EIN):901023666
NAIC Classification:522300
NAIC Description: Activities Related to Credit Intermediation

Additional information about C & T MORTGAGE, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-07-17
Company Identification Number: 0801627099
Legal Registered Office Address: 16718 HOUSE HAHL RD STE H

CYPRESS
United States of America (USA)
77433

More information about C & T MORTGAGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C & T MORTGAGE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRIAN PANACEK2024-08-05
0012022-01-01BRIAN PANACEK2023-10-04
0012021-01-01BRIAN PANACEK2022-10-12
0012020-01-01BRIAN PANACEK2021-10-14
0012019-01-01BRIAN PANACEK2020-09-09
0012018-01-01BRIAN PANACEK2019-07-22
0012017-01-01BRIAN PANACEK2018-06-21
0012016-01-01BRIAN PANACEK2017-07-07

Plan Statistics for C & T MORTGAGE 401(K) PLAN

401k plan membership statisitcs for C & T MORTGAGE 401(K) PLAN

Measure Date Value
2025: C & T MORTGAGE 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-2111
Total number of particpants at end of year2025-05-2111
Number of Participants With Account Balances2025-05-218
2024: C & T MORTGAGE 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-0512
Total number of particpants at end of year2024-08-0511
Number of Participants With Account Balances2024-08-058
2022: C & T MORTGAGE 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-1210
Total number of particpants at end of year2022-10-1213
Number of Participants With Account Balances2022-10-1211

Financial Data on C & T MORTGAGE 401(K) PLAN

Measure Date Value
2025 : C & T MORTGAGE 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-214831
Net assets as of the end of the plan year2025-05-211077519
Total assets as of the beginning of the plan year2025-05-21860080
Value of plan covered by a fidelity bond2025-05-2187000
Participant contributions to plan in this plan year2025-05-2184438
Value of participant loans at end of plan year2025-05-2181291
Other income to plan in this plan year2025-05-21120204
Plan net income in this plan year2025-05-21217439
Net assets as of the end of the plan year2025-05-211077519
Net assets as of the beginning of the plan year2025-05-21860080
Employer contributions to plan in this plan year2025-05-2117628
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-214831
2024 : C & T MORTGAGE 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-0510525
Net assets as of the end of the plan year2024-08-05860080
Total assets as of the beginning of the plan year2024-08-05640319
Value of plan covered by a fidelity bond2024-08-051000
Participant contributions to plan in this plan year2024-08-0590287
Value of participant loans at end of plan year2024-08-0519767
Other income to plan in this plan year2024-08-05123429
Plan net income in this plan year2024-08-05219761
Net assets as of the end of the plan year2024-08-05860080
Net assets as of the beginning of the plan year2024-08-05640319
Employer contributions to plan in this plan year2024-08-0516570
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-052775
2022 : C & T MORTGAGE 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-1212037
Net assets as of the end of the plan year2022-10-12644331
Total assets as of the beginning of the plan year2022-10-12457111
Value of plan covered by a fidelity bond2022-10-1245711
Participant contributions to plan in this plan year2022-10-1288929
Value of participant loans at end of plan year2022-10-1221053
Other expenses paid from plan in this plan year2022-10-120
Other contributions to plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-1272231
Plan net income in this plan year2022-10-12187220
Net assets as of the end of the plan year2022-10-12644331
Net assets as of the beginning of the plan year2022-10-12457111
Employer contributions to plan in this plan year2022-10-1238097
Fees paid to broker by Benefit Provider2022-10-122874
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1251

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