Original filing (PDF)20250930082546NAL0028859426001

SUPERIOR MORTGAGE CO., INC.

Name: SUPERIOR MORTGAGE CO., INC. — SUPERIOR MORTGAGE CO., INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: SUPERIOR MORTGAGE CO., INC.

Form 5500-SF

FILING_RECEIVED

SUPERIOR MORTGAGE CO., INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$933K

Net assets (EOY)

$933K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SUPERIOR MORTGAGE CO., INC.

EIN

06-1227419

Address

578 ROUTE 32 · HIGHLAND MILLS, NY · 10930

Phone

(914) 755-3942

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SUPERIOR MORTGAGE CO., INC.

SUPERIOR MORTGAGE CO., INC. 401(K) RETIREMENT PLAN

$931K · 6 participants

HAWK MORTGAGE GROUP LLC

$927K · 5 participants

GLOBAL EQUITY FINANCE INC

GLOBAL EQUITY FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST

$918K · 71 participants

MECKLENBURG MORTGAGE INC

MECKLENBURG MORTGAGE INC 401K PLAN

$917K · 2 participants

METROPLEX MORTGAGE SERVICES INC

METROPLEX MORTGAGE 401K PLAN