How big is Pacific Mortgage Planning's plan?

Pacific Mortgage Planning's plan reported $180 in assets for 2024.

Original filing (PDF)20250812171004NAL0023442258001

Pacific Mortgage Planning

Name: Pacific Mortgage Planning — Pacific Mortgage, Form 5500 (2024)
Creator: Pacific Mortgage Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Mortgage Planning 401(k) Plan

401(k) retirement plan · Pacific Mortgage Planning's Pacific Mortgage Planning 401(k) Plan reported $180 in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$180

Net assets (EOY)

$180

People on this filing

Shirley Horner signed Pacific Mortgage Planning's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pacific Mortgage Planning's EIN is 82-4128318.

EIN 82-4128318

Plan number 001

Plan year 2024

ACK ID 20250812171004NAL0023442258001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Mortgage Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Mortgage Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

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