Original filing (PDF)20231205120715NAL0009802579001

EQUISOUTH MORTGAGE, INC.

Name: EQUISOUTH MORTGAGE, INC. — EQUISOUTH MORTGAGE, INC. 401(K) PLAN, Form 5500 (2022)
Creator: EQUISOUTH MORTGAGE, INC.

Form 5500-SF

FILING_RECEIVED

EQUISOUTH MORTGAGE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 EQUISOUTH MORTGAGE, INC..

Plan sponsor

Name

EQUISOUTH MORTGAGE, INC.

EIN

63-1155682

Address

8113 GLYNNWOOD DR · MONTGOMERY, AL · 36117

Phone

(334) 409-9300

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-19

Filed

2023-12-05

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FORTRESS PROPERTY MANAGEMENT, INC.

FORTRESS PROPERTY MANAGEMENT 401(K) PLAN

CLEAR CHOICE MORTGAGE, LLC

CLEAR CHOICE MORTGAGE, LLC 401(K) PLAN

S & S FINANCIAL DBA AS IS LENDING

S & S FINANCIAL 401(K) PLAN

CERTAINTY HOME LOANS, LLC

CERTAINTY HOME LOANS, LLC EMPLOYEES' SAVINGS PLAN

HRBC INC

HRBC INC 401(K) PROFIT SHARING PLAN & TRUST

$0 · 3 participants