Residential Wholesale Mortgage, Inc.

Form 5500

RESIDENTIAL WHOLESALE MORTGAGE, INC

11234 El Camino Real Suite 100, San Diego, Ca 92130 (858) 794-2155 EIN:33-0594693 Plan Admin:C Bradley Livingston

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameRWM BUSINESS UNITS 1000 & 1001 RETIREMENT PLAN Plan #001 Participants BOY/EOY83 / 72 Assets BOY/EOY$7,947,463 / $8,796,258	2023	RWM BUSINESS UNITS 1000 & 1001 RETIREMENT PLAN - Plan #001	83 / 72	$7,947,463 / $8,796,258
2023	Plan NameRWM SALES & NONCORPORATE OPERATIONS RETIREMENT PLAN Plan #002 Participants BOY/EOY105 / 92 Assets BOY/EOY$4,482,054 / $4,642,827	2023	RWM SALES & NONCORPORATE OPERATIONS RETIREMENT PLAN - Plan #002	105 / 92	$4,482,054 / $4,642,827
2022	Plan NameRESIDENTIAL WHOLESALE MORTGAGE, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY101 / 82 Assets BOY/EOY$9,594,378 / $7,947,463	2022	RESIDENTIAL WHOLESALE MORTGAGE, INC. PROFIT SHARING PLAN - Plan #001	101 / 82	$9,594,378 / $7,947,463
2022	Plan NameRESIDENTIAL WHOLESALE MORTGAGE, INC. 401(K) PLAN Plan #002 Participants BOY/EOY119 / 101 Assets BOY/EOY$4,432,838 / $4,482,054	2022	RESIDENTIAL WHOLESALE MORTGAGE, INC. 401(K) PLAN - Plan #002	119 / 101	$4,432,838 / $4,482,054
2022	Plan NameRESIDENTIAL WHOLESALE MORTGAGE, INC. HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY185 / 0 Assets BOY/EOY$0 / $0	2022	RESIDENTIAL WHOLESALE MORTGAGE, INC. HEALTH AND WELFARE PLAN - Plan #501	185 / 0	$0 / $0
2021	Plan NameRESIDENTIAL WHOLESALE MORTGAGE, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY98 / 97 Assets BOY/EOY$6,910,343 / $9,594,378	2021	RESIDENTIAL WHOLESALE MORTGAGE, INC. PROFIT SHARING PLAN - Plan #001	98 / 97	$6,910,343 / $9,594,378
2021	Plan NameRESIDENTIAL WHOLESALE MORTGAGE, INC. 401(K) PLAN Plan #002 Participants BOY/EOY98 / 115 Assets BOY/EOY$3,371,050 / $4,432,838	2021	RESIDENTIAL WHOLESALE MORTGAGE, INC. 401(K) PLAN - Plan #002	98 / 115	$3,371,050 / $4,432,838
2020	Plan NameRESIDENTIAL WHOLESALE MORTGAGE, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY66 / 102 Assets BOY/EOY$4,456,207 / $6,910,343	2020	RESIDENTIAL WHOLESALE MORTGAGE, INC. PROFIT SHARING PLAN - Plan #001	66 / 102	$4,456,207 / $6,910,343
2020	Plan NameRESIDENTIAL WHOLESALE MORTGAGE, INC. 401(K) PLAN Plan #002 Participants BOY/EOY71 / 80 Assets BOY/EOY$1,978,195 / $3,371,050	2020	RESIDENTIAL WHOLESALE MORTGAGE, INC. 401(K) PLAN - Plan #002	71 / 80	$1,978,195 / $3,371,050
2019	Plan NameRESIDENTIAL WHOLESALE MORTGAGE, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY90 / 83 Assets BOY/EOY$3,769,891 / $4,456,207	2019	RESIDENTIAL WHOLESALE MORTGAGE, INC. PROFIT SHARING PLAN - Plan #001	90 / 83	$3,769,891 / $4,456,207
2019	Plan NameRESIDENTIAL WHOLESALE MORTGAGE, INC. 401(K) PLAN Plan #002 Participants BOY/EOY106 / 81 Assets BOY/EOY$889,819 / $1,978,195	2019	RESIDENTIAL WHOLESALE MORTGAGE, INC. 401(K) PLAN - Plan #002	106 / 81	$889,819 / $1,978,195
2019	Plan NameRESIDENTIAL WHOLESALE MORTGAGE, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY26 / 0 Assets BOY/EOY$1,856,642 / $0	2019	RESIDENTIAL WHOLESALE MORTGAGE, INC. CASH BALANCE PLAN - Plan #003	26 / 0	$1,856,642 / $0