Original filing (PDF)20240202132115NAL0028313681001

COMMUNITY MORTGAGE GROUP INC

Name: COMMUNITY MORTGAGE GROUP INC — COMMUNITY MORTGAGE GROUP INC 401(K) PLAN, Form 5500 (2023)
Creator: COMMUNITY MORTGAGE GROUP INC

Form 5500-SF

FILING_RECEIVED

COMMUNITY MORTGAGE GROUP INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 COMMUNITY MORTGAGE GROUP INC.

Plan sponsor

Name

COMMUNITY MORTGAGE GROUP INC

EIN

20-5413008

Address

4 PARK CENTER CT, STE 200 · OWINES MILL, MD · 21117

Phone

(443) 394-2505

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

101

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-12

Filed

2024-02-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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