Original filing (PDF)20241126140058NAL0011163568001

POLI Mortgage Group, Inc.

Name: POLI Mortgage Group, Inc. — POLI Mortgage Group, Form 5500 (2023)
Creator: POLI Mortgage Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

POLI Mortgage Group 401(k) Plan

401(k) retirement plan · POLI Mortgage Group, Inc.'s POLI Mortgage Group 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

POLI Mortgage Group, Inc.'s EIN is 04-3554142.

EIN 04-3554142

Plan number 001

Plan year 2023

ACK ID 20241126140058NAL0011163568001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for POLI Mortgage Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

POLI Mortgage Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POLI MORTGAGE GROUP, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score