Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Cherry Creek Mortgage, LLC. Employees Savings Trust

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

Sponsored by Cherry Creek Mortgage, LLC ยท Colorado ยท Finance & Insurance

What the 2023 filing shows

Cherry Creek Mortgage, LLC. Employees Savings Trust holds N/A for 625 participants.

N/A
total plan assets (2023 EOY)
625
covered participants
$-38,934,991
reported net income

The plan reported a net loss of $39M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
N/A
Participants
625
State
Industry
Finance & Insurance

What the Filing Says About Cherry Creek Mortgage, LLC. Employees Savings Trust

Cherry Creek Mortgage, LLC. Employees Savings Trust is a Profit Sharing retirement plan sponsored by Cherry Creek Mortgage, LLC, headquartered in Colorado. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 625 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 841040263, and the plan has been effective since 1992-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $39M at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-38,934,991 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 โ€” 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)$39M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-38,934,991
Plan TypeProfit Sharing
Employer EIN841040263
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cherry Creek Mortgage, LLC)

Year Plans Participants Total Assets
2022 1 1,098 $39M
2023 1 625 N/A

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Cherry Creek Mortgage, LLC. Employees Savings Trust?
As of the 2023 Form 5500 filing, Cherry Creek Mortgage, LLC. Employees Savings Trust holds N/A in total assets with 625 participants. It is sponsored by Cherry Creek Mortgage, LLC.
What type of plan is Cherry Creek Mortgage, LLC. Employees Savings Trust?
Cherry Creek Mortgage, LLC. Employees Savings Trust is a Profit Sharing plan. It has been effective since 1992-09-01. The plan is filed with the U.S. Department of Labor under EIN 841040263.
Who sponsors the Cherry Creek Mortgage, LLC. Employees Savings Trust?
Cherry Creek Mortgage, LLC. Employees Savings Trust is sponsored by Cherry Creek Mortgage, LLC, located in Colorado. The sponsor's EIN is 841040263 and the plan operates in the Finance & Insurance industry.
How did Cherry Creek Mortgage, LLC. Employees Savings Trust perform in 2023?
Cherry Creek Mortgage, LLC. Employees Savings Trust held N/A in total assets at the end of 2023. Net income was $-38,934,991.
Where can I find official filings for Cherry Creek Mortgage, LLC. Employees Savings Trust?
Official Form 5500 filings for Cherry Creek Mortgage, LLC. Employees Savings Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 841040263 or plan name at efast.dol.gov.
How does Cherry Creek Mortgage, LLC. Employees Savings Trust compare to other plans?
You can compare Cherry Creek Mortgage, LLC. Employees Savings Trust against other Profit Sharing plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 841040263.

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

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

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.