Original filing (PDF)20241118193549NAL0003873826001

Formula Mortgage Capital Corp.

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

Form 5500-SF

FILING_RECEIVED

Formula Mortgage Capital Corporation

401(k) retirement plan · Formula Mortgage Capital Corp.'s Formula Mortgage Capital Corporation filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Shirley Horner signed Formula Mortgage Capital Corp.'s 2023 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

Formula Mortgage Capital Corp.'s EIN is 83-1281900.

EIN 83-1281900

Plan number 001

Plan year 2023

ACK ID 20241118193549NAL0003873826001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Formula Mortgage Capital Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Formula Mortgage Capital Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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