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CASCADE RESIDENTIAL MORTGAGE 401(K) PLAN 401k Plan overview

Plan NameCASCADE RESIDENTIAL MORTGAGE 401(K) PLAN
Plan identification number 001

CASCADE RESIDENTIAL 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.
  • 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

CASCADE RESIDENTIAL MORTGAGE has sponsored the creation of one or more 401k plans.

Company Name:CASCADE RESIDENTIAL MORTGAGE
Employer identification number (EIN):203380244
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASCADE RESIDENTIAL MORTGAGE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MERLIN(CORKYE) FUNK2024-07-04
0012023-01-01MERLIN(CORKYE) FUNK2024-06-06
0012022-01-01MERLIN(CORKYE) FUNK2023-06-21
0012021-01-01MERLIN(CORKYE) FUNK2022-04-11
0012020-01-01MERLIN(CORKYE) FUNK2021-05-13
0012019-01-01MERLIN(CORKYE) FUNK2020-05-29
0012018-01-01MERLIN(CORKYE) FUNK2019-06-05
0012017-01-01MERLIN(CORKYE) FUNK2018-06-25
0012016-01-01MERLIN(CORKYE) FUNK2017-06-21
0012015-01-01
0012014-01-01MERLIN J. FUNK, JR.2015-05-14
0012013-03-01MERLIN J. FUNK, JR.2014-04-16

Financial Data on CASCADE RESIDENTIAL MORTGAGE 401(K) PLAN

Measure Date Value
2024 : CASCADE RESIDENTIAL MORTGAGE 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-041548509
Net assets as of the end of the plan year2024-07-040
Total assets as of the beginning of the plan year2024-07-041492478
Value of plan covered by a fidelity bond2024-07-04300000
Other income to plan in this plan year2024-07-0453476
Plan net income in this plan year2024-07-04-1492478
Net assets as of the end of the plan year2024-07-040
Net assets as of the beginning of the plan year2024-07-041492478
Employer contributions to plan in this plan year2024-07-042555
Fees paid to broker by Benefit Provider2024-07-045
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-041151
Total expenses incurred by plan in this plan year2024-06-0680793
Net assets as of the end of the plan year2024-06-061492478
Total assets as of the beginning of the plan year2024-06-061267539
Value of plan covered by a fidelity bond2024-06-06300000
Participant contributions to plan in this plan year2024-06-0698141
Value of participant loans at end of plan year2024-06-060
Other income to plan in this plan year2024-06-06198257
Plan net income in this plan year2024-06-06224939
Net assets as of the end of the plan year2024-06-061492478
Net assets as of the beginning of the plan year2024-06-061267539
Employer contributions to plan in this plan year2024-06-069334
Fees paid to broker by Benefit Provider2024-06-0618
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-064416
2022 : CASCADE RESIDENTIAL MORTGAGE 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-114280
Net assets as of the end of the plan year2022-04-111406008
Total assets as of the beginning of the plan year2022-04-111108547
Value of plan covered by a fidelity bond2022-04-11300000
Participant contributions to plan in this plan year2022-04-1199763
Value of participant loans at end of plan year2022-04-1121344
Other income to plan in this plan year2022-04-11158085
Plan net income in this plan year2022-04-11297461
Net assets as of the end of the plan year2022-04-111406008
Net assets as of the beginning of the plan year2022-04-111108547
Employer contributions to plan in this plan year2022-04-1143893
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-114280

Potentially related plans

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