Original filing (PDF)20251201145333NAL0022864066001

FIRST MORTGAGE CORPORATION OF WINTER HAVEN

Name: FIRST MORTGAGE CORPORATION OF WINTER HAVEN — FIRST MORTGAGE CORPORATION OF WINTER HAVEN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FIRST MORTGAGE CORPORATION OF WINTER HAVEN

Form 5500-SF

FILING_RECEIVED

FIRST MORTGAGE CORPORATION OF WINTER HAVEN PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 FIRST MORTGAGE CORPORATION OF WINTER HAVEN.

Plan sponsor

Name

FIRST MORTGAGE CORPORATION OF WINTER HAVEN

EIN

59-0883181

Address

1810 6TH ST SE · WINTER HAVEN, FL · 338804439

Phone

(863) 294-3254

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-12-01

Pension benefit codes

2E · Profit-sharing

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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