Mortgageflex Systems, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mortgageflex Systems, INC.
  • Sponsor EIN: 330204883
  • Sponsor Address: 4600 TOUCHTON RD E, STE 1200, JACKSONVILLE, FL, 32246
  • Plan Type: 401(k)
  • Total Participants: 16
  • Total Assets: $7.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202416$7.4M$51,033$196,161
202325$7.1M$61,805$242,351
202225$5.9M$64,522$250,136

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