401(k)
2022 plan-year 401(k) DOL Form 5500

LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LUXURY MORTGAGE CORPORATION

This 401(k) plan holds $6M in total assets and serves 216 participants as of 2022. It is sponsored by LUXURY MORTGAGE CORPORATION in Connecticut. The plan reported a net loss of $4M for the year.

Total Assets (2023)
$6M
Participants
216
State
Industry
Finance & Insurance

What the Filing Says About LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) retirement plan sponsored by LUXURY MORTGAGE CORPORATION, headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 216 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 061461914, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2022 to $6M at year-end — a decline of 37.4%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-3,540,512 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-3,540,512
Plan Type401(k)
Employer EIN061461914
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LUXURY MORTGAGE CORPORATION)

Year Plans Participants Total Assets
2022 1 216 $6M
2023 1 42 $6M

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Frequently Asked Questions

How much money is in the LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST?
As of the 2022 Form 5500 filing, LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST holds $6M in total assets with 216 participants. It is sponsored by LUXURY MORTGAGE CORPORATION.
What type of plan is LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST?
LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 061461914.
Who sponsors the LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST?
LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST is sponsored by LUXURY MORTGAGE CORPORATION, located in Connecticut. The sponsor's EIN is 061461914 and the plan operates in the Finance & Insurance industry.
How did LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST perform in 2022?
LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST declined by 37.4% during 2022, moving from $9M to $6M in total assets. Net income was $-3,540,512.
Where can I find official filings for LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST?
Official Form 5500 filings for LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 061461914 or plan name at efast.dol.gov.
How does LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST compare to other plans?
You can compare LUXURY MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST against other 401(k) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 061461914.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.