Original filing (PDF)20250625115033NAL0019295938001

Equity Source Mortgage, Inc.

Name: Equity Source Mortgage, Inc. — Equity Source, Form 5500 (2024)
Creator: Equity Source Mortgage, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equity Source Mortgage, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Equity Source Mortgage, Inc.'s Equity Source Mortgage, Inc. 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Roy Sperr signed Equity Source Mortgage, Inc.'s 2024 Form 5500 as plan administrator.

Roy Sperr — 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

Equity Source Mortgage, Inc.'s EIN is 41-1978156.

EIN 41-1978156

Plan number 001

Plan year 2024

ACK ID 20250625115033NAL0019295938001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Equity Source Mortgage, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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