401k Plan data: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN plan

DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	DATA MORTGAGE INC. 401K PROFIT SHARING PLAN
Plan identification number	002

DATA MORTGAGE INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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

DATA MORTAGE, INC has sponsored the creation of one or more 401k plans.

Company Name: DATA MORTAGE, INC

Employer identification number (EIN): 330175937

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Additional information about DATA MORTAGE, INC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2016-10-01

Company Identification Number: 0802550596

Legal Registered Office Address: 2100 W ORANGEWOOD AVE STE 180

ORANGE
United States of America (USA)
92868

More information about DATA MORTAGE, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DATA MORTGAGE INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-02-01
002 2011-01-01 ROLAND WEEDON

Plan Statistics for DATA MORTGAGE INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for DATA MORTGAGE INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 187
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 27
Total of all active and inactive participants 2022-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 214
Number of participants with account balances 2022-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 235
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 250
Number of participants with account balances 2021-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 172
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 188
Number of participants with account balances 2020-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 160
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 174
Number of participants with account balances 2019-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 164
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 155
Number of retired or separated participants receiving benefits 2018-02-01 0
Number of other retired or separated participants entitled to future benefits 2018-02-01 9
Total of all active and inactive participants 2018-02-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 164
Number of participants with account balances 2018-02-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0
2011: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	187
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	27
Total of all active and inactive participants	2022-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	214
Number of participants with account balances	2022-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	235
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	250
Number of participants with account balances	2021-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	172
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	188
Number of participants with account balances	2020-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	160
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	174
Number of participants with account balances	2019-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	164
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	155
Number of retired or separated participants receiving benefits	2018-02-01	0
Number of other retired or separated participants entitled to future benefits	2018-02-01	9
Total of all active and inactive participants	2018-02-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	164
Number of participants with account balances	2018-02-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0
2011: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on DATA MORTGAGE INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2022 : DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-16,488
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$146,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$122,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$772,520
Value of total assets at end of year	2022-12-31	$4,340,855
Value of total assets at beginning of year	2022-12-31	$4,503,934
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$24,061
Total interest from all sources	2022-12-31	$8,212
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$78,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$78,202
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$772,520
Participant contributions at end of year	2022-12-31	$146,791
Participant contributions at beginning of year	2022-12-31	$81,499
Participant contributions at end of year	2022-12-31	$25,633
Participant contributions at beginning of year	2022-12-31	$15,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-163,079
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,340,855
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,503,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$12,456
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,899,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,378,649
Interest on participant loans	2022-12-31	$4,248
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$268,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$28,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$28,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-875,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$122,530
Contract administrator fees	2022-12-31	$11,605
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Qualified
Accountancy firm name	2022-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2022-12-31	814637885
2021 : DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,530,470
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$856,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$833,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,026,439
Value of total assets at end of year	2021-12-31	$4,503,934
Value of total assets at beginning of year	2021-12-31	$3,829,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,103
Total interest from all sources	2021-12-31	$2,522
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$66,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$66,258
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$823,868
Participant contributions at end of year	2021-12-31	$81,499
Participant contributions at beginning of year	2021-12-31	$50,057
Participant contributions at end of year	2021-12-31	$15,187
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$202,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$673,968
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,503,934
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,829,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$12,535
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,378,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,767,471
Interest on participant loans	2021-12-31	$2,499
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$28,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$12,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$12,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$435,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$833,399
Contract administrator fees	2021-12-31	$10,568
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Qualified
Accountancy firm name	2021-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2021-12-31	814637885
2020 : DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,107,714
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$121,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$61,593
Value of total corrective distributions	2020-12-31	$42,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$617,819
Value of total assets at end of year	2020-12-31	$3,829,966
Value of total assets at beginning of year	2020-12-31	$2,844,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,466
Total interest from all sources	2020-12-31	$3,774
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$56,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$56,440
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$607,231
Participant contributions at end of year	2020-12-31	$50,057
Participant contributions at beginning of year	2020-12-31	$109,583
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$14,267
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$10,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$985,864
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,829,966
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,844,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$8,446
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,767,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,720,019
Interest on participant loans	2020-12-31	$3,735
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$12,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$429,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$61,593
Contract administrator fees	2020-12-31	$9,020
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Qualified
Accountancy firm name	2020-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2020-12-31	814637885
2019 : DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$877,813
Total income from all sources (including contributions)	2019-12-31	$877,813
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$36,370
Total of all expenses incurred	2019-12-31	$36,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$20,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$20,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$439,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$439,873
Value of total assets at end of year	2019-12-31	$2,844,102
Value of total assets at end of year	2019-12-31	$2,844,102
Value of total assets at beginning of year	2019-12-31	$2,002,659
Value of total assets at beginning of year	2019-12-31	$2,002,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,387
Total interest from all sources	2019-12-31	$7,215
Total interest from all sources	2019-12-31	$7,215
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$58,494
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$58,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$58,494
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$405,717
Contributions received from participants	2019-12-31	$405,717
Participant contributions at end of year	2019-12-31	$109,583
Participant contributions at end of year	2019-12-31	$109,583
Participant contributions at beginning of year	2019-12-31	$159,035
Participant contributions at beginning of year	2019-12-31	$159,035
Participant contributions at end of year	2019-12-31	$14,267
Participant contributions at end of year	2019-12-31	$14,267
Participant contributions at beginning of year	2019-12-31	$10,020
Participant contributions at beginning of year	2019-12-31	$10,020
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$34,156
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$34,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$841,443
Value of net income/loss	2019-12-31	$841,443
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,844,102
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,844,102
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,002,659
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,002,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$6,519
Investment advisory and management fees	2019-12-31	$6,519
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,720,019
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,720,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,786,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,786,477
Interest on participant loans	2019-12-31	$7,183
Interest on participant loans	2019-12-31	$7,183
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$47,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$47,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$47,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$47,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$32
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$372,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$372,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$20,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$20,983
Contract administrator fees	2019-12-31	$8,868
Contract administrator fees	2019-12-31	$8,868
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Qualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Qualified
Accountancy firm name	2019-12-31	KSJG, LLP
Accountancy firm name	2019-12-31	KSJG, LLP
Accountancy firm EIN	2019-12-31	953322166
Accountancy firm EIN	2019-12-31	953322166
2018 : DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$1,811,237
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$259,526
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$68,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$57,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$339,692
Value of total assets at end of year	2018-12-31	$2,002,659
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,308
Total interest from all sources	2018-12-31	$8,077
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$41,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$41,386
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$321,651
Participant contributions at end of year	2018-12-31	$159,035
Participant contributions at end of year	2018-12-31	$10,020
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$18,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$191,422
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,002,659
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$3,689
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,786,477
Interest on participant loans	2018-12-31	$8,061
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$47,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-129,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$57,796
Contract administrator fees	2018-12-31	$6,619
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Qualified
Accountancy firm name	2018-12-31	KSJG, LLP
Accountancy firm EIN	2018-12-31	953322166
2011 : DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Expenses. Total of all expenses incurred	2011-12-31	$38,642
Benefits paid (including direct rollovers)	2011-12-31	$38,641
Total plan assets at end of year	2011-12-31	$0
Total plan assets at beginning of year	2011-12-31	$38,642
Value of fidelity bond covering the plan	2011-12-31	$5,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$1
Net income (gross income less expenses)	2011-12-31	$-38,642
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$38,642
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for DATA MORTGAGE INC. 401K PROFIT SHARING PLAN

2022: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	First time form 5500 has been submitted	Yes
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2011: DATA MORTGAGE INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	Yes
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DATA MORTAGE, INC
Employer identification number (EIN):	330175937
NAIC Classification:	522292
NAIC Description:	Real Estate Credit

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2016-10-01
Company Identification Number:	0802550596
Legal Registered Office Address:	2100 W ORANGEWOOD AVE STE 180 ORANGE United States of America (USA) 92868