How big is Peninsula Mortgage, Inc.'s plan?

Peninsula Mortgage, Inc.'s plan reported $137K in assets and 5 participants for 2022.

Original filing (PDF)20231012103432NAL0021102083001

Peninsula Mortgage, Inc.

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

Form 5500-SF

FILING_RECEIVED

Peninsula Mortgage, Inc. 401(k) Plan

401(k) retirement plan · Peninsula Mortgage, Inc.'s Peninsula Mortgage, Inc. 401(k) Plan held $137K in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

Plan identifiers

Peninsula Mortgage, Inc.'s EIN is 91-1897681.

EIN 91-1897681

Plan number 001

Plan year 2022

ACK ID 20231012103432NAL0021102083001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

Peninsula Mortgage, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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