OpenERISA

The Mortgage Firm, INC.

Altamonte Springs, FL, 32714

EIN 59-3345547
Plans
2
Total participants
3,541
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
522292
Plan sponsors in FloridaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001The Mortgage Firm, INC. 401(K) Plan327
2024Form 5500501The Mortgage Firm, INC. Health & Welfare Benefits Plan147
2023Form 5500001The Mortgage Firm, INC. 401(K) Plan310
2023Form 5500501The Mortgage Firm, INC. Health & Welfare Benefits Plan167
2022Form 5500001The Mortgage Firm, INC. 401(K) Plan449
2022Form 5500501The Mortgage Firm, INC. Health & Welfare Benefits Plan235
2021Form 5500001The Mortgage Firm, INC. 401(K) Plan658
2021Form 5500501The Mortgage Firm, INC. Health & Welfare Benefits Plan357
2020Form 5500001The Mortgage Firm, INC. 401(K) Plan569
2020Form 5500501The Mortgage Firm, INC. Health & Welfare Benefits Plan322

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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