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

Advantage Mortgage, Inc.'s plan reported $1.9M in assets and 12 participants for 2023.

Original filing (PDF)20250915163245NAL0001329633001

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. Retirement Plan

Defined-benefit pension plan · Advantage Mortgage, Inc.'s Advantage Mortgage, Inc. Retirement Plan held $1.9M in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

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

EIN 82-5478762

Plan number 002

Plan year 2023

ACK ID 20250915163245NAL0001329633001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score