Original filing (PDF)20250306173423NAL0016760000001

PACIFIC LOANWORKS, INC.

Name: PACIFIC LOANWORKS, INC. — PACIFIC LOANWORKS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PACIFIC LOANWORKS, INC.

Form 5500-SF

FILING_RECEIVED

PACIFIC LOANWORKS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$887K

Net assets (EOY)

$887K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC LOANWORKS, INC..

Plan sponsor

Name

PACIFIC LOANWORKS, INC.

EIN

20-2641968

Address

461 N. GRAND AVE · COVINA, CA · 91724

Phone

(626) 332-9020

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

2025-03-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

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

HORIZON TRUST COMPANY

HORIZON TRUST COMPANY 401(K) PLAN

$887K · 39 participants

PRESTON HOME LOANS INC

LEGACY MORTGAGE

$892K · 106 participants

APPLIED ACADEMICS LLC

APPLIED ACADEMICS LLC 401(K) PLAN

$882K · 14 participants

MORTGAGE RESOURCE GROUP, INC.

MORTGAGE RESOURCE GROUP, INC. 401(K) PROFIT SHARING PLAN

$882K · 4 participants

ATLANTIC TRUST MORTGAGE

ATLANTIC TRUST MORTGAGE 401K

$893K · 10 participants