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CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHURCHILL MORTGAGE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CHURCHILL MORTGAGE CORPORATION
Employer identification number (EIN):621494087
NAIC Classification:522292
NAIC Description:Real Estate Credit

Additional information about CHURCHILL MORTGAGE CORPORATION

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1984-01-31
Company Identification Number: G82653
Legal Registered Office Address: 2500 FIRST UNION FINANCIAL CENTER

MIAMI

33131

More information about CHURCHILL MORTGAGE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01MATTHEW CLARKE MATTHEW CLARKE2019-07-19
0012017-01-01MATTHEW CLARKE MATTHEW CLARKE2018-07-20
0012016-01-01MATTHEW CLARKE MATTHEW CLARKE2017-07-24
0012015-01-01MATTHEW C CLARKE
0012014-01-01MATTHEW CLARKE
0012013-01-01MATT CLARKE
0012009-01-01MATTHEW CLARKE

Plan Statistics for CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01794
Total number of active participants reported on line 7a of the Form 55002022-01-01606
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01183
Total of all active and inactive participants2022-01-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01789
Number of participants with account balances2022-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01639
Total number of active participants reported on line 7a of the Form 55002021-01-01648
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01129
Total of all active and inactive participants2021-01-01777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01777
Number of participants with account balances2021-01-01728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01610
Total number of active participants reported on line 7a of the Form 55002020-01-01521
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01606
Number of participants with account balances2020-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01525
Total number of active participants reported on line 7a of the Form 55002019-01-01405
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01203
Total of all active and inactive participants2019-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01608
Number of participants with account balances2019-01-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01499
Total number of active participants reported on line 7a of the Form 55002018-01-01325
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01196
Total of all active and inactive participants2018-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01522
Number of participants with account balances2018-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01477
Total number of active participants reported on line 7a of the Form 55002017-01-01341
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01155
Total of all active and inactive participants2017-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01496
Number of participants with account balances2017-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01376
Total number of active participants reported on line 7a of the Form 55002016-01-01367
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01101
Total of all active and inactive participants2016-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01468
Number of participants with account balances2016-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01259
Total number of active participants reported on line 7a of the Form 55002015-01-01340
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01375
Number of participants with account balances2015-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01311
Total number of active participants reported on line 7a of the Form 55002014-01-01269
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01288
Number of participants with account balances2014-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01281
Total number of active participants reported on line 7a of the Form 55002013-01-01279
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01288
Number of participants with account balances2013-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2009: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01109
Total number of active participants reported on line 7a of the Form 55002009-01-01120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01123
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$1,163,478
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,540,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,340,162
Expenses. Certain deemed distributions of participant loans2022-12-31$70,450
Value of total corrective distributions2022-12-31$1,029,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,244,407
Value of total assets at end of year2022-12-31$16,305,440
Value of total assets at beginning of year2022-12-31$17,682,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$99,829
Total interest from all sources2022-12-31$16,488
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$487,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$487,861
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,835,576
Participant contributions at end of year2022-12-31$317,984
Participant contributions at beginning of year2022-12-31$335,004
Participant contributions at end of year2022-12-31$60,521
Participant contributions at beginning of year2022-12-31$77,040
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,408,831
Other income not declared elsewhere2022-12-31$581
Administrative expenses (other) incurred2022-12-31$99,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,376,898
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,305,440
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,682,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,926,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,270,294
Interest on participant loans2022-12-31$16,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,585,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,340,162
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLANKENSHIP CPA
Accountancy firm EIN2022-12-31450491842
2021 : CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$5,536,130
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$575,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$493,314
Expenses. Certain deemed distributions of participant loans2021-12-31$377
Value of total corrective distributions2021-12-31$2,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,580,771
Value of total assets at end of year2021-12-31$17,682,338
Value of total assets at beginning of year2021-12-31$12,721,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$79,293
Total interest from all sources2021-12-31$12,041
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,054,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,054,596
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,416,819
Participant contributions at end of year2021-12-31$335,004
Participant contributions at beginning of year2021-12-31$219,698
Participant contributions at end of year2021-12-31$77,040
Participant contributions at beginning of year2021-12-31$62,587
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$163,952
Other income not declared elsewhere2021-12-31$98
Administrative expenses (other) incurred2021-12-31$79,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,961,117
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,682,338
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,721,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,270,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,438,936
Interest on participant loans2021-12-31$12,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-111,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$493,314
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLANKENSHIP CPA
Accountancy firm EIN2021-12-31450491842
2020 : CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$4,524,663
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,539,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,216,099
Expenses. Certain deemed distributions of participant loans2020-12-31$19,695
Value of total corrective distributions2020-12-31$241,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,774,573
Value of total assets at end of year2020-12-31$12,721,221
Value of total assets at beginning of year2020-12-31$9,736,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,983
Total interest from all sources2020-12-31$12,511
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$386,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$386,079
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,551,546
Participant contributions at end of year2020-12-31$219,698
Participant contributions at beginning of year2020-12-31$264,013
Participant contributions at end of year2020-12-31$62,587
Participant contributions at beginning of year2020-12-31$53,232
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$223,027
Other income not declared elsewhere2020-12-31$383
Administrative expenses (other) incurred2020-12-31$61,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,985,026
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,721,221
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,736,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,438,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,418,950
Interest on participant loans2020-12-31$12,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,351,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,216,099
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BLANKENSHIP CPA
Accountancy firm EIN2020-12-31450491842
2019 : CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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 income from all sources (including contributions)2019-12-31$3,669,121
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$779,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$737,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,056,442
Value of total assets at end of year2019-12-31$9,736,195
Value of total assets at beginning of year2019-12-31$6,847,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,807
Total interest from all sources2019-12-31$10,009
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$263,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$263,358
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,676,926
Participant contributions at end of year2019-12-31$264,013
Participant contributions at beginning of year2019-12-31$162,715
Participant contributions at end of year2019-12-31$53,232
Participant contributions at beginning of year2019-12-31$34,156
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$379,516
Administrative expenses (other) incurred2019-12-31$42,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,889,185
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,736,195
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,847,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,418,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,650,139
Interest on participant loans2019-12-31$10,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,339,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$737,129
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLANKENSHIP CPA
Accountancy firm EIN2019-12-31450491842
2018 : CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$926,360
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$942,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$903,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,374,053
Value of total assets at end of year2018-12-31$6,847,010
Value of total assets at beginning of year2018-12-31$6,863,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,085
Total interest from all sources2018-12-31$8,259
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$249,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$249,001
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,297,797
Participant contributions at end of year2018-12-31$162,715
Participant contributions at beginning of year2018-12-31$184,469
Participant contributions at end of year2018-12-31$34,156
Participant contributions at beginning of year2018-12-31$41,345
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$76,256
Administrative expenses (other) incurred2018-12-31$39,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,095
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,847,010
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,863,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,650,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,637,291
Interest on participant loans2018-12-31$8,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-704,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$903,370
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLANKENSHIP CPA
Accountancy firm EIN2018-12-31450491842
2017 : CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$2,295,287
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$493,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$462,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,330,116
Value of total assets at end of year2017-12-31$6,863,105
Value of total assets at beginning of year2017-12-31$5,061,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,294
Total interest from all sources2017-12-31$5,261
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$182,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$182,622
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,277,523
Participant contributions at end of year2017-12-31$184,469
Participant contributions at beginning of year2017-12-31$63,799
Participant contributions at end of year2017-12-31$41,345
Participant contributions at beginning of year2017-12-31$29,644
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$52,593
Other income not declared elsewhere2017-12-31$428
Administrative expenses (other) incurred2017-12-31$31,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,801,486
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,863,105
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,061,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,637,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,968,176
Interest on participant loans2017-12-31$5,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$776,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$462,507
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLANKENSHIP CPA
Accountancy firm EIN2017-12-31450491842
2016 : CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$1,739,493
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$353,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$288,827
Value of total corrective distributions2016-12-31$32,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,365,281
Value of total assets at end of year2016-12-31$5,061,619
Value of total assets at beginning of year2016-12-31$3,675,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,506
Total interest from all sources2016-12-31$3,334
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$114,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$114,345
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$368,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,302,011
Participant contributions at end of year2016-12-31$63,799
Participant contributions at beginning of year2016-12-31$83,833
Participant contributions at end of year2016-12-31$29,644
Participant contributions at beginning of year2016-12-31$79,536
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$63,270
Other income not declared elsewhere2016-12-31$12,227
Administrative expenses (other) incurred2016-12-31$31,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,386,166
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,061,619
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,675,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,968,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,512,084
Interest on participant loans2016-12-31$3,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$244,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$288,827
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLANKENSHIP CPA
Accountancy firm EIN2016-12-31450491842
2015 : CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,111,617
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$426,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$394,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,207,792
Value of total assets at end of year2015-12-31$3,675,453
Value of total assets at beginning of year2015-12-31$2,990,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,645
Total interest from all sources2015-12-31$459
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$140,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$132,085
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,027,549
Participant contributions at end of year2015-12-31$83,833
Participant contributions at beginning of year2015-12-31$133,700
Participant contributions at end of year2015-12-31$79,536
Participant contributions at beginning of year2015-12-31$21,664
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$180,243
Other income not declared elsewhere2015-12-31$153
Administrative expenses (other) incurred2015-12-31$31,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$685,346
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,675,453
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,990,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,512,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,794,889
Interest on participant loans2015-12-31$459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$39,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$39,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-237,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from preferred stock2015-12-31$8,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$394,626
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLANKENSHIP CPA
Accountancy firm EIN2015-12-31450491842
2014 : CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$668,865
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$159,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$121,869
Value of total corrective distributions2014-12-31$14,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$476,156
Value of total assets at end of year2014-12-31$2,990,107
Value of total assets at beginning of year2014-12-31$2,480,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,835
Total interest from all sources2014-12-31$3,299
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$50,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$50,766
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$450,411
Participant contributions at end of year2014-12-31$133,700
Participant contributions at beginning of year2014-12-31$97,291
Participant contributions at end of year2014-12-31$21,664
Participant contributions at beginning of year2014-12-31$11,358
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$25,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$509,802
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,990,107
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,480,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$12,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,794,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,357,946
Interest on participant loans2014-12-31$3,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$39,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$138,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$121,869
Contract administrator fees2014-12-31$9,916
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLANKENSHIP CPA GROUP, PLLC
Accountancy firm EIN2014-12-31450491842
2013 : CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$846,966
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$277,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$262,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$473,431
Value of total assets at end of year2013-12-31$2,480,305
Value of total assets at beginning of year2013-12-31$1,910,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,294
Total interest from all sources2013-12-31$4,134
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$39,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$39,442
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$466,305
Participant contributions at end of year2013-12-31$97,291
Participant contributions at beginning of year2013-12-31$114,905
Participant contributions at end of year2013-12-31$11,358
Participant contributions at beginning of year2013-12-31$15,166
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$569,388
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,480,305
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,910,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$8,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,357,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,775,109
Interest on participant loans2013-12-31$4,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$329,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$262,284
Contract administrator fees2013-12-31$6,969
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLANKENSHIP CPA GROUP, PLLC
Accountancy firm EIN2013-12-31450491842
2010 : CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$367,044
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$243,337
Value of total assets at end of year2010-12-31$1,446,243
Value of total assets at beginning of year2010-12-31$1,090,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,620
Total interest from all sources2010-12-31$2,671
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$12,427
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$242,888
Participant contributions at end of year2010-12-31$77,825
Participant contributions at beginning of year2010-12-31$78,369
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$4,067
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$449
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$122
Administrative expenses (other) incurred2010-12-31$2,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$356,045
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,446,243
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,090,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,220,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$801,538
Interest on participant loans2010-12-31$2,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$147,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$206,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$206,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$108,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,379
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLANKENSHIP CPA GROUP, PLLC
Accountancy firm EIN2010-12-31450491842
2009 : CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN

2022: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2009: CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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