How big is Executive Mortgage's plan?

Executive Mortgage's plan reported $886K in assets and 16 participants for 2025.

Original filing (PDF)20260214083544NAL0002863698001

Executive Mortgage

Name: Executive Mortgage — Executive Mortgage 401(k), Form 5500 (2025)
Creator: Executive Mortgage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Executive Mortgage 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Executive Mortgage's Executive Mortgage 401(k) Profit Sharing Plan and Trust held $886K in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$886K

Net assets (EOY)

$886K

People on this filing

Justin Scott signed Executive Mortgage's 2025 Form 5500 as plan administrator.

Justin Scott — 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

Executive Mortgage's EIN is 39-1862859.

EIN 39-1862859

Plan number 001

Plan year 2025

ACK ID 20260214083544NAL0002863698001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Executive Mortgage from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Executive Mortgage's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off