401k Plan data: MUTUAL SECURITY MORTGAGE 401(K) PLAN plan

MUTUAL SECURITY MORTGAGE 401(K) PLAN 401k Plan overview

Plan Name	MUTUAL SECURITY MORTGAGE 401(K) PLAN
Plan identification number	001

MUTUAL SECURITY MORTGAGE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DSW MORTGAGE, INC. has sponsored the creation of one or more 401k plans.

Company Name: DSW MORTGAGE, INC.

Employer identification number (EIN): 274550944

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Additional information about DSW MORTGAGE, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2011-01-03

Company Identification Number: 20111002799

Legal Registered Office Address: 1900 9th St Ste 310

Boulder
United States of America (USA)
80302

More information about DSW MORTGAGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUTUAL SECURITY MORTGAGE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 LESLIE ORTIZ 2022-10-06
001 2020-01-01 LESLIE ORTIZ 2021-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	LESLIE ORTIZ	2022-10-06
001	2020-01-01	LESLIE ORTIZ	2021-10-13

Potentially related plans

MUTUAL SECURITY CU 401(K) RETIREMENT PLAN [EIN = 060701899]

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Company Name:	DSW MORTGAGE, INC.
Employer identification number (EIN):	274550944
NAIC Classification:	522292
NAIC Description:	Real Estate Credit

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2011-01-03
Company Identification Number:	20111002799
Legal Registered Office Address:	1900 9th St Ste 310 Boulder United States of America (USA) 80302