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AMERIDREAM MORTGAGE GROUP, LLC 401(K) PLAN 401k Plan overview

Plan NameAMERIDREAM MORTGAGE GROUP, LLC 401(K) PLAN
Plan identification number 001

AMERIDREAM MORTGAGE GROUP, LLC 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

AMERIDREAM MORTGAGE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:AMERIDREAM MORTGAGE GROUP, LLC
Employer identification number (EIN):205761143
NAIC Classification:522292
NAIC Description:Real Estate Credit

Additional information about AMERIDREAM MORTGAGE GROUP, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2006-10-09
Company Identification Number: 0800717625
Legal Registered Office Address: 3700 STANDRIDGE DR STE 101

THE COLONY
United States of America (USA)
75056

More information about AMERIDREAM MORTGAGE GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERIDREAM MORTGAGE GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-05-29
0012022-01-01EDWARD ROJAS2023-06-20
0012021-01-01EDWARD ROJAS2022-05-17
0012020-01-01EDWARD ROJAS2021-07-01
0012019-01-01TIFFANY WOSKOWICZ2020-07-28 TIFFANY WOSKOWICZ2020-07-28

Financial Data on AMERIDREAM MORTGAGE GROUP, LLC 401(K) PLAN

Measure Date Value
2025 : AMERIDREAM MORTGAGE GROUP, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-240
Total liabilities as of the end of the plan year2025-07-240
Total liabilities as of the beginning of the plan year2025-07-240
Total expenses incurred by plan in this plan year2025-07-2442907
Net assets as of the end of the plan year2025-07-24326010
Total assets as of the beginning of the plan year2025-07-24315954
Value of plan covered by a fidelity bond2025-07-2431595
Participant contributions to plan in this plan year2025-07-2419130
Value of participant loans at end of plan year2025-07-249487
Other expenses paid from plan in this plan year2025-07-240
Other contributions to plan in this plan year2025-07-240
Other income to plan in this plan year2025-07-2433833
Plan net income in this plan year2025-07-2410056
Net assets as of the end of the plan year2025-07-24326010
Net assets as of the beginning of the plan year2025-07-24315954
Employer contributions to plan in this plan year2025-07-240
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-244250
2024 : AMERIDREAM MORTGAGE GROUP, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-290
Total liabilities as of the end of the plan year2024-05-290
Total liabilities as of the beginning of the plan year2024-05-290
Total expenses incurred by plan in this plan year2024-05-2920837
Net assets as of the end of the plan year2024-05-29315954
Total assets as of the beginning of the plan year2024-05-29241875
Value of plan covered by a fidelity bond2024-05-2930000
Participant contributions to plan in this plan year2024-05-2960249
Value of participant loans at end of plan year2024-05-2919918
Other expenses paid from plan in this plan year2024-05-290
Other contributions to plan in this plan year2024-05-290
Other income to plan in this plan year2024-05-2934667
Plan net income in this plan year2024-05-2974079
Net assets as of the end of the plan year2024-05-29315954
Net assets as of the beginning of the plan year2024-05-29241875
Employer contributions to plan in this plan year2024-05-290
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-293331
2022 : AMERIDREAM MORTGAGE GROUP, LLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-170
Total liabilities as of the end of the plan year2022-05-170
Total liabilities as of the beginning of the plan year2022-05-170
Total expenses incurred by plan in this plan year2022-05-171423
Net assets as of the end of the plan year2022-05-17183839
Total assets as of the beginning of the plan year2022-05-1779181
Participant contributions to plan in this plan year2022-05-1786555
Other expenses paid from plan in this plan year2022-05-170
Other contributions to plan in this plan year2022-05-170
Other income to plan in this plan year2022-05-1719526
Plan net income in this plan year2022-05-17104658
Net assets as of the end of the plan year2022-05-17183839
Net assets as of the beginning of the plan year2022-05-1779181
Employer contributions to plan in this plan year2022-05-170
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-171423

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