The Mortgage Firm, Inc.

North Carolina
Registered In
05/04/2017
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

The Mortgage Firm, Inc. at 921 Douglas Ave STE 200, Altamonte Springs, FL 32714 lists Brett Lindquist and Todd D Pierson of Altamonte Springs, FL as associates.

Registered In
North Carolina
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Florida
Company Type
Business Corporation
Status
Current-Active
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Incorp Services, Inc. Registered Agent
176 MINE LAKE CT STE 100, RALEIGH, NC 27615
Brett Lindquist CEO
921 DOUGLAS AVE STE 200, ALTAMONTE SPRINGS, FL 32714
Todd D Pierson President
921 DOUGLAS AVE STE 200, ALTAMONTE SPRINGS, FL 32714
Russ Stewart Chief Financial Officer
921 DOUGLAS AVE STE 200, ALTAMONTE SPRINGS, FL 32714
Russ Stewart Secretary
921 DOUGLAS AVE STE 200, ALTAMONTE SPRINGS, FL 32714
921 DOUGLAS AVE STE 200, ALTAMONTE SPRINGS, FL 32714 View Map
176 MINE LAKE CT STE 100, RALEIGH, NC 27615 (Mailing) View Map

Financial Information for The Mortgage Firm, Inc.

Form 5500

THE MORTGAGE FIRM, INC.

921 Douglas Avenue Suite 200, Altamonte Springs, FL 32714 (407) 539-3476 EIN:59-3345547 Plan Admin:Fidelity Management Trust Company
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTHE MORTGAGE FIRM, INC. 401(K) PLAN Plan #001 Participants BOY/EOY611 / 452 Assets BOY/EOY$25,748,993 / $27,166,613 2023 THE MORTGAGE FIRM, INC. 401(K) PLAN - Plan #001 611 / 452 $25,748,993 / $27,166,613
2023 Plan NameTHE MORTGAGE FIRM, INC. HEALTH & WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY237 / 0 Assets BOY/EOY$0 / $0 2023 THE MORTGAGE FIRM, INC. HEALTH & WELFARE BENEFITS PLAN - Plan #501 237 / 0 $0 / $0
2022 Plan NameTHE MORTGAGE FIRM, INC. 401(K) PLAN Plan #001 Participants BOY/EOY725 / 611 Assets BOY/EOY$30,352,756 / $25,748,993 2022 THE MORTGAGE FIRM, INC. 401(K) PLAN - Plan #001 725 / 611 $30,352,756 / $25,748,993
2022 Plan NameTHE MORTGAGE FIRM, INC. HEALTH & WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY359 / 0 Assets BOY/EOY$0 / $0 2022 THE MORTGAGE FIRM, INC. HEALTH & WELFARE BENEFITS PLAN - Plan #501 359 / 0 $0 / $0
2021 Plan NameTHE MORTGAGE FIRM, INC. 401(K) PLAN Plan #001 Participants BOY/EOY633 / 725 Assets BOY/EOY$20,632,090 / $29,351,084 2021 THE MORTGAGE FIRM, INC. 401(K) PLAN - Plan #001 633 / 725 $20,632,090 / $29,351,084
2021 Plan NameTHE MORTGAGE FIRM, INC. HEALTH & WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY322 / 0 Assets BOY/EOY$0 / $0 2021 THE MORTGAGE FIRM, INC. HEALTH & WELFARE BENEFITS PLAN - Plan #501 322 / 0 $0 / $0
2020 Plan NameTHE MORTGAGE FIRM, INC. 401(K) PLAN Plan #001 Participants BOY/EOY503 / 633 Assets BOY/EOY$14,556,145 / $20,632,090 2020 THE MORTGAGE FIRM, INC. 401(K) PLAN - Plan #001 503 / 633 $14,556,145 / $20,632,090
2020 Plan NameTHE MORTGAGE FIRM, INC. HEALTH & WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY252 / 0 Assets BOY/EOY$0 / $0 2020 THE MORTGAGE FIRM, INC. HEALTH & WELFARE BENEFITS PLAN - Plan #501 252 / 0 $0 / $0
2019 Plan NameTHE MORTGAGE FIRM, INC. 401(K) PLAN Plan #001 Participants BOY/EOY453 / 503 Assets BOY/EOY$9,421,387 / $14,556,145 2019 THE MORTGAGE FIRM, INC. 401(K) PLAN - Plan #001 453 / 503 $9,421,387 / $14,556,145
2019 Plan NameTHE MORTGAGE FIRM, INC. HEALTH & WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY233 / 0 Assets BOY/EOY$0 / $0 2019 THE MORTGAGE FIRM, INC. HEALTH & WELFARE BENEFITS PLAN - Plan #501 233 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor
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