How big is Jacob Dean Mortgage, Inc.'s plan?

Jacob Dean Mortgage, Inc.'s plan reported $7K in assets for 2022.

Original filing (PDF)20230921113159NAL0006023154001

Jacob Dean Mortgage, Inc.

Name: Jacob Dean Mortgage, Inc. — Jacob Dean Mortgage, Form 5500 (2022)
Creator: Jacob Dean Mortgage, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacob Dean Mortgage, Inc. 401(k) Plan

401(k) retirement plan · Jacob Dean Mortgage, Inc.'s Jacob Dean Mortgage, Inc. 401(k) Plan reported $7K in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

Carlos Llanos signed Jacob Dean Mortgage, Inc.'s 2022 Form 5500 as plan administrator.

Carlos Llanos — 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

Jacob Dean Mortgage, Inc.'s EIN is 83-0429655.

EIN 83-0429655

Plan number 001

Plan year 2022

ACK ID 20230921113159NAL0006023154001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Jacob Dean Mortgage, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Jacob Dean Mortgage, Inc.'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 JACOB DEAN MORTGAGE, INC..

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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

Helping the score