Original filing (PDF)20240916141239NAL0004082674001

United Mortgage, LLC

Name: United Mortgage, LLC — United Mortgage, LLC 401(k), Form 5500 (2023)
Creator: United Mortgage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

United Mortgage, LLC 401(k) Plan

401(k) retirement plan · United Mortgage, LLC's United Mortgage, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Chris Horne signed United Mortgage, LLC's 2023 Form 5500 as plan administrator.

Chris Horne — 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

United Mortgage, LLC's EIN is 26-1676099.

EIN 26-1676099

Plan number 001

Plan year 2023

ACK ID 20240916141239NAL0004082674001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for United Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

United Mortgage, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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