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CMRS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCMRS 401(K) PROFIT SHARING PLAN
Plan identification number 001

CMRS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

CABRILLO MORTGAGE AND REALTY SERVICES (CMRS) has sponsored the creation of one or more 401k plans.

Company Name:CABRILLO MORTGAGE AND REALTY SERVICES (CMRS)
Employer identification number (EIN):330867097
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CMRS 401(K) PROFIT SHARING 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

Financial Data on CMRS 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CMRS 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-060
Total liabilities as of the end of the plan year2025-10-060
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-0652868
Net assets as of the end of the plan year2025-10-0639157
Total assets as of the beginning of the plan year2025-10-0685040
Participant contributions to plan in this plan year2025-10-060
Other expenses paid from plan in this plan year2025-10-060
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-066985
Plan net income in this plan year2025-10-06-45883
Net assets as of the end of the plan year2025-10-0639157
Net assets as of the beginning of the plan year2025-10-0685040
Employer contributions to plan in this plan year2025-10-060
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-06735
2024 : CMRS 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-15468
Net assets as of the end of the plan year2024-10-1585040
Total assets as of the beginning of the plan year2024-10-1570151
Participant contributions to plan in this plan year2024-10-156357
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-154326
Plan net income in this plan year2024-10-1514889
Net assets as of the end of the plan year2024-10-1585040
Net assets as of the beginning of the plan year2024-10-1570151
Employer contributions to plan in this plan year2024-10-154674
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15468

Potentially related plans

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