Data Mortgage, Inc. Dba Essex Mortgage — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Data Mortgage, Inc. Dba Essex Mortgage (EIN 33-0175937) is a plan sponsor located in Ocala, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0175937
Location
Ocala, FL
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Data Mortgage, Inc. Dba Essex Mortgage

  • 1 loaded plans.
  • Plans cover 172 reported participants.
  • 0 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assetsNot reported
Total reported assetsNot reported
Total reported participants172
Total reported liabilitiesNot reported

Financial-statement amounts are not reported in the loaded dataset for this company's plans yet.

Data coverage

Plans with financial statements0 / 1 ()
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Participants per plan172Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Data Mortgage / Essex Mortgage Welfare Plannot reported in the loaded dataset
    Plan #501 · 172 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Data Mortgage, Inc. Dba Essex Mortgage. Open one for its full reported snapshot.

  1. 2023
    Data Mortgage / Essex Mortgage Welfare Plan172 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Data Mortgage, Inc. Dba Essex Mortgage report on Form 5500?
Data Mortgage, Inc. Dba Essex Mortgage (EIN 33-0175937) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Data Mortgage, Inc. Dba Essex Mortgage?
The Employer Identification Number (EIN) reported for Data Mortgage, Inc. Dba Essex Mortgage is 33-0175937.
What is the latest Form 5500 filing year for Data Mortgage, Inc. Dba Essex Mortgage?
The latest loaded Form 5500 filing year for Data Mortgage, Inc. Dba Essex Mortgage is 2023.

Related Form 5500 pages