Courtesy Mortgage

Form 5500

COURTESY MORTGAGE COMPANY

2615 Camino Del Rio South Suite 200, San Diego, Ca 92108 (619) 296-5881 EIN:33-0766031 Plan Admin:Paul Taccone

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCOURTESY MORTGAGE COMPANY 401(K) PLAN Plan #001 Participants BOY/EOY12 / 9 Assets BOY/EOY$2,371,174 / $2,103,924	2023	COURTESY MORTGAGE COMPANY 401(K) PLAN - Plan #001	12 / 9	$2,371,174 / $2,103,924
2022	Plan NameCOURTESY MORTGAGE COMPANY 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$2,854,507 / $2,371,174	2022	COURTESY MORTGAGE COMPANY 401(K) PLAN - Plan #001	12 / 12	$2,854,507 / $2,371,174
2021	Plan NameCOURTESY MORTGAGE COMPANY 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$2,230,580 / $2,854,507	2021	COURTESY MORTGAGE COMPANY 401(K) PLAN - Plan #001	11 / 12	$2,230,580 / $2,854,507
2020	Plan NameCOURTESY MORTGAGE COMPANY 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,678,113 / $2,230,580	2020	COURTESY MORTGAGE COMPANY 401(K) PLAN - Plan #001	9 / 10	$1,678,113 / $2,230,580
2019	Plan NameCOURTESY MORTGAGE COMPANY 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,257,105 / $1,678,113	2019	COURTESY MORTGAGE COMPANY 401(K) PLAN - Plan #001	8 / 9	$1,257,105 / $1,678,113