Original filing (PDF)20250915163245NAL0001329633001

ADVANTAGE MORTGAGE, INC.

Name: ADVANTAGE MORTGAGE, INC. — ADVANTAGE MORTGAGE, INC. RETIREMENT PLAN, Form 5500 (2023)
Creator: ADVANTAGE MORTGAGE, INC.

Form 5500-SF

FILING_RECEIVED

ADVANTAGE MORTGAGE, INC. RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

ADVANTAGE MORTGAGE, INC.

EIN

82-5478762

Address

184 N GRANT STREET · CANBY, OR · 97013

Phone

(503) 266-5800

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1E · Section 401(h) arrangement

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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