Original filing (PDF)20240911111139NAL0006962225001

REQUEST MORTGAGE, INC.

Name: REQUEST MORTGAGE, INC. — REQUEST MORTGAGE, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: REQUEST MORTGAGE, INC.

Form 5500-SF

FILING_RECEIVED

REQUEST MORTGAGE, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 5.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REQUEST MORTGAGE, INC..

Plan sponsor

Name

REQUEST MORTGAGE, INC.

EIN

76-0744286

Address

2601 AIRPORT DRIVE, #120 · TORRANCE, CA · 90505

Phone

(310) 784-8800

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-04-30

Filed

2024-09-11

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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