How big is Luxury Mortgage's plan?

Luxury Mortgage's plan reported $6.7M in assets and 68 participants for 2024.

Original filing (PDF)20251015075313NAL0005606704001

Luxury Mortgage

Name: Luxury Mortgage — Luxury Mortgage Corp. 401(k) PS, Form 5500 (2024)
Creator: Luxury Mortgage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Luxury Mortgage Corp. 401(k) PS Plan

401(k) retirement plan · Luxury Mortgage's Luxury Mortgage Corp. 401(k) PS Plan held $6.7M in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Stephen Celona signed Luxury Mortgage's 2024 Form 5500 as plan administrator.

Stephen Celona — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Luxury Mortgage's EIN is 06-1461914.

EIN 06-1461914

Plan number 001

Plan year 2024

ACK ID 20251015075313NAL0005606704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Luxury Mortgage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Luxury Mortgage's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off