How big is Concorde Mortgage's plan?

Concorde Mortgage's plan reported $12K in assets and 2 participants for 2024.

Original filing (PDF)20251126140524NAL0009471026001

Concorde Mortgage

Name: Concorde Mortgage — Concorde Mortgage SOCA Benefit, Form 5500 (2024)
Creator: Concorde Mortgage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concorde Mortgage SOCA Benefit Plan

Health & welfare plan · Concorde Mortgage's Concorde Mortgage SOCA Benefit Plan held $12K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12K

Net assets (EOY)

$4K

People on this filing

Matt Appenzeller signed Concorde Mortgage's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Concorde Mortgage's EIN is 31-1445769.

EIN 31-1445769

Plan number 501

Plan year 2024

ACK ID 20251126140524NAL0009471026001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concorde Mortgage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concorde Mortgage's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score