Original filing (PDF)20250715110826NAL0002022353001

A. J. MORTGAGE SERVICES, INC./ACCESS CAPITAL

Name: A. J. MORTGAGE SERVICES, INC./ACCESS CAPITAL — A. J. MORTGAGE SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: A. J. MORTGAGE SERVICES, INC./ACCESS CAPITAL

Form 5500-SF

FILING_RECEIVED

A. J. MORTGAGE SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

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 A. J. MORTGAGE SERVICES, INC./ACCESS CAPITAL.

Plan sponsor

Name

A. J. MORTGAGE SERVICES, INC./ACCESS CAPITAL

EIN

43-1762199

Address

14366 S. OUTER 40 · CHESTERFIELD, MO · 63017

Phone

(314) 787-0292

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2F · ERISA section 404(c)

2E · Profit-sharing

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

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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