Original filing (PDF)20250606081628NAL0009766947001

MORTGAGE NEKS, LLC DBA LOANNEX

Name: MORTGAGE NEKS, LLC DBA LOANNEX — LOANNEX 401(K) PLAN, Form 5500 (2024)
Creator: MORTGAGE NEKS, LLC DBA LOANNEX

Form 5500-SF

FILING_RECEIVED

LOANNEX 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$100K

Net assets (EOY)

$100K

Plan health score

Above-average plan

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MORTGAGE NEKS, LLC DBA LOANNEX

EIN

45-2189483all filings

Address

16 N CENTRAL AVE. · CLAYTON, MO · 63105

Phone

(314) 833-6464

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

2025-06-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CHOICE TITLE COMPANY, INC.

CHOICE TITLE COMPANY, INC. 401(K) PLAN

$99K · 8 participants

PACIFIC COMMUNITY LENDER INC

PACIFIC COMMUNITY LENDER INC 401(K) PROFIT SHARING PLAN & TRUST

$99K · 7 participants

PROVIDENCE REAL ESTATE MORTGAGE GROUP INC

PROVIDENCE REAL ESTATE MORTGAGE GROUP 401(K) PLAN

$101K · 4 participants

1ST NATIONWIDE MORTGAGE

1ST NATIONWIDE MORTGAGES

$98K · 3 participants

ACADEMY ESCROW INC

ACADEMY ESCROW INC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.