Original filing (PDF)20250314132908NAL0013731363001

MISSION FINANCIAL SERVICES CORPORATION

Name: MISSION FINANCIAL SERVICES CORPORATION — MISSION FINANCIAL SERVICES CORPORATION PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MISSION FINANCIAL SERVICES CORPORATION

Form 5500-SF

FILING_RECEIVED

MISSION FINANCIAL SERVICES CORPORATION PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 MISSION FINANCIAL SERVICES CORPORATION.

Plan sponsor

Name

MISSION FINANCIAL SERVICES CORPORATION

EIN

33-0225401

Address

180 N. RIVERVIEW DR., STE. 245 · ANAHEIM, CA · 92808

Phone

(714) 974-9700

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

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

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

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