How big is Advantage Mortgage, Inc.'s plan?

Advantage Mortgage, Inc.'s plan reported $358K in assets and 30 participants for 2023.

Original filing (PDF)20250818115040NAL0001202833001

Advantage Mortgage, Inc.

Name: Advantage Mortgage, Inc. — Advantage Mortgage, Inc., Form 5500 (2023)
Creator: Advantage Mortgage, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advantage Mortgage, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Advantage Mortgage, Inc.'s Advantage Mortgage, Inc. Profit Sharing Plan held $358K in plan assets for 30 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$358K

Net assets (EOY)

$358K

Plan identifiers

Advantage Mortgage, Inc.'s EIN is 82-5478762.

EIN 82-5478762

Plan number 001

Plan year 2023

ACK ID 20250818115040NAL0001202833001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Advantage Mortgage, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Advantage Mortgage, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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

Vendor & structure

100

Knocking points off