How big is Pacific Elite Mortgage LLC's plan?

Pacific Elite Mortgage LLC's plan reported $144K in assets and 9 participants for 2024.

Original filing (PDF)20251007181235NAL0008684752001

Pacific Elite Mortgage LLC

Name: Pacific Elite Mortgage LLC — Pacific Elite Mortgage, Form 5500 (2024)
Creator: Pacific Elite Mortgage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Elite Mortgage LLC 401(k) Plan

401(k) retirement plan · Pacific Elite Mortgage LLC's Pacific Elite Mortgage LLC 401(k) Plan held $144K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

People on this filing

Don Courtney III signed Pacific Elite Mortgage LLC's 2024 Form 5500 as plan administrator.

Don Courtney III — 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

Pacific Elite Mortgage LLC's EIN is 86-1867124.

EIN 86-1867124

Plan number 001

Plan year 2024

ACK ID 20251007181235NAL0008684752001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Elite Mortgage LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Elite Mortgage LLC'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 PACIFIC ELITE MORTGAGE 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score