Professional Mortgage 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Professional Mortgage
  • Sponsor EIN: 113370040
  • Sponsor Address: 62-81 WOODHAVEN BLVD, REGO PARK, NY, 113742832
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 8
  • Total Assets: $12,614

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20258$12,614$0$0
202410$226,256$0$23,781
202310$233,904$0$48,766
20228$407,554$0$75,491

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