Churchill Mortgage Corporation 401(k) Plan: Login, Facts & Contact Information

Churchill Mortgage Corporation 401(k) Plan Facts

Plan name
CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CHURCHILL MORTGAGE CORPORATION
Participants
622 (385 active employees)
Former employees with a balance
164
Plan assets
$19,684,552 at Dec 31, 2024
Average account balance
$38,371 across 513 accounts
Recordkeeper
Raymond James
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1999
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 18, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.78 million went into the plan in contributions.
  • $2.79 million was paid out to participants.
  • Investment and other income added $2.13 million.
  • Administrative expenses were $77,608, about $151 per account.

How the Churchill Mortgage Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019525$9.74 million—$737,129
2020610$12.7 million—$1.22 million
2021639$17.7 million$0$493,314
2022794$16.3 million—$1.34 million
2023801$17.8 million—$3.48 million
2024622$19.7 million—$2.79 million

Churchill Mortgage Corporation 401(k) Contact Information

Phone
615-778-9388
Mailing address
1749 MALLORY LN., STE. 100, BRENTWOOD TN 37027
Plan sponsor
CHURCHILL MORTGAGE CORPORATION
Employer identification number (EIN)
62-1494087
Plan number
001

Questions about the Churchill Mortgage Corporation 401(k)

Does Churchill Mortgage Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Churchill Mortgage Corporation 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Churchill Mortgage Corporation 401(k) plan?

622 participants at the start of plan year 2024, 385 of them active employees, and 164 former employees who still had money in the plan.

What is the average 401(k) balance at Churchill Mortgage Corporation?

About $38,371 per account: $19.7 million in plan assets across 513 accounts with a balance at the end of plan year 2024.

Who manages the Churchill Mortgage Corporation 401(k) accounts?

RAYMOND JAMES is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Churchill Mortgage Corporation. How do I access my 401(k)?

Your account stays with RAYMOND JAMES after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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