401k Plan data: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN plan

WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 401k Plan overview

Plan Name	WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN
Plan identification number	002

WYNDHAM CAPITAL MORTGAGE, INC 401(K) 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.
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

WYNDHAM CAPITAL MORTGAGE, INC. has sponsored the creation of one or more 401k plans.

Company Name: WYNDHAM CAPITAL MORTGAGE, INC.

Employer identification number (EIN): 562237729

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 DEBBIE WESTOVER 2023-10-11
002 2021-01-01 ANN FINNEGAN 2022-10-13
002 2020-01-01 ANN FINNEGAN 2021-10-14
002 2019-01-01 ANN FINNEGAN 2020-10-13
002 2018-01-01 ANN FINNEGAN 2019-10-14
002 2017-01-01
002 2016-01-01 ANN FINNEGAN
002 2015-01-01 ANN FINNEGAN 2016-10-13
002 2014-01-01 JEFFREY DOUGLAS 2015-10-08
002 2013-01-01 JEFFREY DOUGLAS 2014-07-29
002 2012-01-01 JEFFREY DOUGLAS 2013-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	DEBBIE WESTOVER	2023-10-11
002	2021-01-01	ANN FINNEGAN	2022-10-13
002	2020-01-01	ANN FINNEGAN	2021-10-14
002	2019-01-01	ANN FINNEGAN	2020-10-13
002	2018-01-01	ANN FINNEGAN	2019-10-14
002	2017-01-01
002	2016-01-01	ANN FINNEGAN
002	2015-01-01	ANN FINNEGAN	2016-10-13
002	2014-01-01	JEFFREY DOUGLAS	2015-10-08
002	2013-01-01	JEFFREY DOUGLAS	2014-07-29
002	2012-01-01	JEFFREY DOUGLAS	2013-07-26

Plan Statistics for WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN

401k plan membership statisitcs for WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN

Measure Date Value
2022: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 613
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 171
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 17
Total of all active and inactive participants 2022-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 188
Number of participants with account balances 2022-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 510
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 102
Total of all active and inactive participants 2021-01-01 613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 613
Number of participants with account balances 2021-01-01 590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 16
2020: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 286
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 44
Total of all active and inactive participants 2020-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 332
Number of participants with account balances 2020-01-01 310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 24
2019: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 167
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 35
Total of all active and inactive participants 2019-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 202
Number of participants with account balances 2019-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 146
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 47
Total of all active and inactive participants 2018-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 193
Number of participants with account balances 2018-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 28
2017: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 224
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 61
Total of all active and inactive participants 2017-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 285
Number of participants with account balances 2017-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 43
2016: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 179
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 41
Total of all active and inactive participants 2016-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 220
Number of participants with account balances 2016-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 19

Measure	Date	Value
2022: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	613
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	171
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	17
Total of all active and inactive participants	2022-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	188
Number of participants with account balances	2022-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	510
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	102
Total of all active and inactive participants	2021-01-01	613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	613
Number of participants with account balances	2021-01-01	590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	16
2020: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	286
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	44
Total of all active and inactive participants	2020-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	332
Number of participants with account balances	2020-01-01	310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	24
2019: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	167
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	35
Total of all active and inactive participants	2019-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	202
Number of participants with account balances	2019-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	146
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	47
Total of all active and inactive participants	2018-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	193
Number of participants with account balances	2018-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	28
2017: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	224
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	61
Total of all active and inactive participants	2017-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	285
Number of participants with account balances	2017-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	43
2016: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	179
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	41
Total of all active and inactive participants	2016-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	220
Number of participants with account balances	2016-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	19

Financial Data on WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN

Measure	Date	Value
2022 : WYNDHAM CAPITAL MORTGAGE, INC 401(K) 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	$594,801
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,191,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,991,509
Expenses. Certain deemed distributions of participant loans	2022-12-31	$24,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,858,121
Value of total assets at end of year	2022-12-31	$13,731,944
Value of total assets at beginning of year	2022-12-31	$17,328,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$175,315
Total interest from all sources	2022-12-31	$8,408
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$151,640
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$6,500,000
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	$2,377,014
Participant contributions at end of year	2022-12-31	$286,713
Participant contributions at beginning of year	2022-12-31	$266,892
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$291,543
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	$-3,596,280
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,731,944
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,328,224
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,393,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$17,019,260
Interest on participant loans	2022-12-31	$8,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$51,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$42,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,271,728
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
Contributions received in cash from employer	2022-12-31	$1,189,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,991,509
Contract administrator fees	2022-12-31	$23,675
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	Unqualified
Accountancy firm name	2022-12-31	RICHEY, MAY & CO., LLP
Accountancy firm EIN	2022-12-31	710911208
2021 : WYNDHAM CAPITAL MORTGAGE, INC 401(K) 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	$8,311,028
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$614,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$474,744
Value of total corrective distributions	2021-12-31	$3,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,411,869
Value of total assets at end of year	2021-12-31	$17,328,224
Value of total assets at beginning of year	2021-12-31	$9,631,839
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$136,045
Total interest from all sources	2021-12-31	$4,965
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$133,945
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$6,500,000
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	$3,691,023
Participant contributions at end of year	2021-12-31	$266,892
Participant contributions at beginning of year	2021-12-31	$80,921
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$752,684
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	$7,696,385
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,328,224
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,631,839
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$17,019,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,514,699
Interest on participant loans	2021-12-31	$4,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$42,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$36,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,894,194
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
Contributions received in cash from employer	2021-12-31	$1,968,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$474,744
Contract administrator fees	2021-12-31	$2,100
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	Unqualified
Accountancy firm name	2021-12-31	RICHEY, MAY & CO., LLP
Accountancy firm EIN	2021-12-31	710911208
2020 : WYNDHAM CAPITAL MORTGAGE, INC 401(K) 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	$5,021,347
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$496,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$423,672
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,822
Value of total corrective distributions	2020-12-31	$4,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,663,226
Value of total assets at end of year	2020-12-31	$9,631,839
Value of total assets at beginning of year	2020-12-31	$5,106,921
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$65,984
Total interest from all sources	2020-12-31	$2,775
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$64,484
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,500,000
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	$2,296,570
Participant contributions at end of year	2020-12-31	$80,921
Participant contributions at beginning of year	2020-12-31	$52,862
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$86,113
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	$4,524,918
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,631,839
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,106,921
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,514,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,015,863
Interest on participant loans	2020-12-31	$2,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$36,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$38,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,355,346
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
Contributions received in cash from employer	2020-12-31	$1,280,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$423,672
Contract administrator fees	2020-12-31	$1,500
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	Unqualified
Accountancy firm name	2020-12-31	RICHEY, MAY & CO., LLP
Accountancy firm EIN	2020-12-31	710911208
2019 : WYNDHAM CAPITAL MORTGAGE, INC 401(K) 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	$2,295,914
Total income from all sources (including contributions)	2019-12-31	$2,295,914
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	$828,831
Total of all expenses incurred	2019-12-31	$828,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$747,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$747,610
Value of total corrective distributions	2019-12-31	$33,497
Value of total corrective distributions	2019-12-31	$33,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,388,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,388,803
Value of total assets at end of year	2019-12-31	$5,106,921
Value of total assets at end of year	2019-12-31	$5,106,921
Value of total assets at beginning of year	2019-12-31	$3,639,838
Value of total assets at beginning of year	2019-12-31	$3,639,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$47,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$47,724
Total interest from all sources	2019-12-31	$2,085
Total interest from all sources	2019-12-31	$2,085
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
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
Administrative expenses professional fees incurred	2019-12-31	$43,349
Administrative expenses professional fees incurred	2019-12-31	$43,349
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	$2,500,000
Value of fidelity bond cover	2019-12-31	$2,500,000
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	$1,056,459
Contributions received from participants	2019-12-31	$1,056,459
Participant contributions at end of year	2019-12-31	$52,862
Participant contributions at end of year	2019-12-31	$52,862
Participant contributions at beginning of year	2019-12-31	$48,193
Participant contributions at beginning of year	2019-12-31	$48,193
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$88,190
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$88,190
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	$1,467,083
Value of net income/loss	2019-12-31	$1,467,083
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,106,921
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,106,921
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,639,838
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,639,838
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,015,863
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,015,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,555,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,555,462
Interest on participant loans	2019-12-31	$1,809
Interest on participant loans	2019-12-31	$1,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$38,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$38,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$36,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$36,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$905,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$905,026
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
Contributions received in cash from employer	2019-12-31	$244,154
Contributions received in cash from employer	2019-12-31	$244,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$747,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$747,610
Contract administrator fees	2019-12-31	$4,375
Contract administrator fees	2019-12-31	$4,375
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	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RICHEY, MAY & CO., LLP
Accountancy firm name	2019-12-31	RICHEY, MAY & CO., LLP
Accountancy firm EIN	2019-12-31	710911208
Accountancy firm EIN	2019-12-31	710911208
2018 : WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$1,106,366
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$584,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$529,048
Value of total corrective distributions	2018-12-31	$47,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,442,947
Value of total assets at end of year	2018-12-31	$3,639,838
Value of total assets at beginning of year	2018-12-31	$3,118,003
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,500
Total interest from all sources	2018-12-31	$1,794
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$350,000
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	$1,031,991
Participant contributions at end of year	2018-12-31	$48,193
Participant contributions at beginning of year	2018-12-31	$36,510
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$159,107
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	$521,835
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,639,838
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,118,003
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,555,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,050,227
Interest on participant loans	2018-12-31	$1,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$36,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$31,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-338,375
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
Contributions received in cash from employer	2018-12-31	$251,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$529,048
Contract administrator fees	2018-12-31	$7,500
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	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RICHEY, MAY & CO., LLP
Accountancy firm EIN	2018-12-31	710911208
2017 : WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,404,507
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$483,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$419,045
Value of total corrective distributions	2017-12-31	$60,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$992,859
Value of total assets at end of year	2017-12-31	$3,118,003
Value of total assets at beginning of year	2017-12-31	$2,196,723
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,150
Total interest from all sources	2017-12-31	$1,361
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$852,331
Participant contributions at end of year	2017-12-31	$36,510
Participant contributions at beginning of year	2017-12-31	$30,380
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$6,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$921,280
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,118,003
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,196,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,050,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,134,776
Interest on participant loans	2017-12-31	$978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$31,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$31,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$410,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$133,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$419,045
Contract administrator fees	2017-12-31	$4,150
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RIVES & ASSOCIATES, LLP
Accountancy firm EIN	2017-12-31	200427530
2016 : WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$863,205
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$211,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$210,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$735,046
Value of total assets at end of year	2016-12-31	$2,196,723
Value of total assets at beginning of year	2016-12-31	$1,545,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,750
Total interest from all sources	2016-12-31	$1,281
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$634,640
Participant contributions at end of year	2016-12-31	$30,380
Participant contributions at beginning of year	2016-12-31	$21,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$651,364
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,196,723
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,545,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,134,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,497,832
Interest on participant loans	2016-12-31	$895
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$31,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$25,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$126,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$100,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$210,091
Contract administrator fees	2016-12-31	$1,750
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RIVES & ASSOCIATES, LLP
Accountancy firm EIN	2016-12-31	200427530

Form 5500 Responses for WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN

2022: WYNDHAM CAPITAL MORTGAGE, INC 401(K) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WYNDHAM CAPITAL MORTGAGE, INC 401(K) 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WYNDHAM CAPITAL MORTGAGE, INC 401(K) 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WYNDHAM CAPITAL MORTGAGE, INC 401(K) 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

945700-01

Policy instance

Insurance contract or identification number	945700-01
Number of Individuals Covered	4
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

945700-01

Policy instance

Insurance contract or identification number	945700-01
Number of Individuals Covered	4
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

945700-01

Policy instance

Insurance contract or identification number	945700-01
Number of Individuals Covered	4
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

945700-01

Policy instance

Insurance contract or identification number	945700-01
Number of Individuals Covered	4
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

945700-01

Policy instance

Insurance contract or identification number	945700-01
Number of Individuals Covered	5
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

945700-01

Policy instance

Insurance contract or identification number	945700-01
Number of Individuals Covered	251
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	GEOFFREY OWEN-RAYMOND JAMES & ASSOC

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Company Name:	WYNDHAM CAPITAL MORTGAGE, INC.
Employer identification number (EIN):	562237729
NAIC Classification:	522292
NAIC Description:	Real Estate Credit