How big is Social Mortgage LLC's plan?

Social Mortgage LLC's plan reported $865 in assets and 6 participants for 2023.

Original filing (PDF)20250327132721NAL0026555056001

Social Mortgage LLC

Name: Social Mortgage LLC — Social Mortgage LLC SOCA, Form 5500 (2023)
Creator: Social Mortgage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Social Mortgage LLC SOCA Benefit Plan

Health & welfare plan · Social Mortgage LLC's Social Mortgage LLC SOCA Benefit Plan held $865 in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$865

Net assets (EOY)

$266

People on this filing

Matt Appenzeller signed Social Mortgage LLC's 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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

Social Mortgage LLC's EIN is 86-2352440.

EIN 86-2352440

Plan number 501

Plan year 2023

ACK ID 20250327132721NAL0026555056001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Social Mortgage LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score