· 2022–2024 · DOL EFAST2

WASHINGTON EQUITY & FUNDING CORP. — WASHINGTON EQUITY & FUNDING CORP. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251012125550NAL0000662320001

WASHINGTON EQUITY & FUNDING CORP.

Form 5500-SF

FILING_RECEIVED

WASHINGTON EQUITY & FUNDING CORP. RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

6

Accounts w/ balance

8

Plan assets (EOY)

$463K

Net assets (EOY)

$463K

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

85

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 WASHINGTON EQUITY & FUNDING CORP..

Plan sponsor

Name

WASHINGTON EQUITY & FUNDING CORP.

EIN

27-0337092

Address

770 MIDDLE NECK ROAD - SUITE 7P · GREAT NECK, NY · 11023

Phone

(516) 439-4920

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

2025-10-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

MORTGAGE FIRST CORP.

MORTGAGE FIRST CORP. 401K PLAN

$460K · 6 participants

V.I.P. TRUST DEED COMPANY

V.I.P. TRUST DEED COMPANY PROFIT SHARING PLAN

$460K · 5 participants

LANDVEST TITLE INC

LANDVEST TITLE INC 401(K) PROFIT SHARING PLAN & TRUST

$468K · 19 participants

PREFERRED LENDING PARTNERS

403(B) RETIREMENT PLAN FOR PREFERRED LENDING PARTNERS

$457K · 6 participants

NATIONAL ASSOCIATION OF

NATIONAL ASSOCIATION OF 401(K) PROFIT SHARING PLAN & TRUST