· 2022–2024 · DOL EFAST2

ASSOCIATED MORTGAGE BANKERS, INC. — ASSOCIATED MORTGAGE BANKERS, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250602130806NAL0017626704001

ASSOCIATED MORTGAGE BANKERS, INC.

Form 5500-SF

FILING_RECEIVED

ASSOCIATED MORTGAGE BANKERS, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

13

Accounts w/ balance

16

Plan assets (EOY)

$906K

Net assets (EOY)

$906K

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ASSOCIATED MORTGAGE BANKERS, INC.

EIN

11-2961751

Address

2395 OCEAN AVENUE · RONKONKOMA, NY · 11779

Phone

(516) 394-1420

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-02

Pension benefit codes

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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