Karpe Mortgage, Inc. DBA San Joaquin Valley Mortgage
Form 5500-SF
FILING_RECEIVED
San Joaquin Valley Mortgage 401(k) Profit Sharing Plan
401(k) retirement plan · Karpe Mortgage, Inc. DBA San Joaquin Valley Mortgage's San Joaquin Valley Mortgage 401(k) Profit Sharing Plan held $241K in plan assets for 7 participants in 2024.
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$241K
Net assets (EOY)
$241K
Plan health score
Top-tier plan health
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
74
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 KARPE MORTGAGE, INC. DBA SAN JOAQUIN VALLEY MORTGAGE.
Plan sponsor
Name
KARPE MORTGAGE, INC. DBA SAN JOAQUIN VALLEY MORTGAGE
