Original filing (PDF)20231220220016NAL0001311875008

Themortgageteam.COM, LLC

Name: Themortgageteam.COM, LLC — Themortgageteam.COM, Form 5500 (2022)
Creator: Themortgageteam.COM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Themortgageteam.COM 401(k) Plan

401(k) retirement plan · Themortgageteam.COM, LLC's Themortgageteam.COM 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Christine Rimer signed Themortgageteam.COM, LLC's 2022 Form 5500 as plan administrator.

Christine Rimer — 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

Themortgageteam.COM, LLC's EIN is 84-3974404.

EIN 84-3974404

Plan number 001

Plan year 2022

ACK ID 20231220220016NAL0001311875008

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Themortgageteam.COM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Themortgageteam.COM, LLC'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 THEMORTGAGETEAM.COM, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

THEMORTGAGETEAM.COM, LLC

EIN

all filings

Address

495 GRAND BLVD · SUITE 206 · MIRAMAR BEACH, FL · 32550

Phone

(850) 714-1656

Industry

Finance & Insurance

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-07-26

Filed

2023-12-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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