Original filing (PDF)20231103041314NAL0017238721001

E&S Financial Group, Inc. DBA Capital Mortgage Services

Name: E&S Financial Group, Inc. DBA Capital Mortgage Services — Form 5500 Plan 001 (2022)
Creator: E&S Financial Group, Inc. DBA Capital Mortgage Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

E&S Financial Group, Inc. 401(k) Plan

401(k) retirement plan · E&S Financial Group, Inc. DBA Capital Mortgage Services' E&S Financial Group, Inc. 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

E&S Financial Group, Inc. DBA Capital Mortgage Services' EIN is 26-3670139.

EIN 26-3670139

Plan number 001

Plan year 2022

ACK ID 20231103041314NAL0017238721001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for E&S Financial Group, Inc. DBA Capital Mortgage Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

E&S Financial Group, Inc. DBA Capital Mortgage Services' 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 E&S FINANCIAL GROUP, INC. DBA CAPITAL MORTGAGE SERVICES.

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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