| Plan Name | ALLEVITY, INC. RETIREMENT SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PROFESSIONAL MORTGAGE ASSOCIATES, INC. |
| Employer identification number (EIN): | 452687306 |
| NAIC Classification: | 522292 |
| NAIC Description: | Real Estate Credit |
Additional information about PROFESSIONAL MORTGAGE ASSOCIATES, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1997-06-16 |
| Company Identification Number: | P97000053231 |
| Legal Registered Office Address: |
420 S LAWRENCE BLVD KEYSTONE HEIGHTS 32656 |
More information about PROFESSIONAL MORTGAGE ASSOCIATES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | J. PALADINO | 2024-08-21 | ||
| 001 | 2022-01-01 | J. PALADINO | 2023-08-31 | ||
| 001 | 2021-01-01 | J. PALADINO | 2022-07-21 | ||
| 001 | 2020-01-01 | J. PALADINO | 2021-09-09 | ||
| 001 | 2019-01-01 | CRAIG AHLSWEDE | 2020-10-09 | ||
| 001 | 2018-01-01 | DONAL K. FORD | 2019-08-05 | ||
| 001 | 2017-01-01 | DONAL K. FORD | 2018-07-11 | ||
| 001 | 2016-01-01 | DONAL K. FORD | 2017-07-16 | ||
| 001 | 2015-01-01 | DONAL K. FORD | 2016-10-04 | ||
| 001 | 2014-01-01 | DONAL K. FORD | 2015-09-28 | ||
| 001 | 2013-01-01 | CRAIG AHLSWEDE | 2014-10-07 | CRAIG AHLSWEDE | 2014-10-07 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-11 | 2325 |
| Net assets as of the end of the plan year | 2025-10-11 | 294903 |
| Total assets as of the beginning of the plan year | 2025-10-11 | 223510 |
| Value of plan covered by a fidelity bond | 2025-10-11 | 22351 |
| Participant contributions to plan in this plan year | 2025-10-11 | 3738 |
| Other income to plan in this plan year | 2025-10-11 | 69980 |
| Plan net income in this plan year | 2025-10-11 | 71393 |
| Net assets as of the end of the plan year | 2025-10-11 | 294903 |
| Net assets as of the beginning of the plan year | 2025-10-11 | 223510 |
| Fees paid to broker by Benefit Provider | 2025-10-11 | 543 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-11 | 2325 |
| 2024 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-08-22 | 159293 |
| Net assets as of the end of the plan year | 2024-08-22 | 223510 |
| Total assets as of the beginning of the plan year | 2024-08-22 | 300882 |
| Value of plan covered by a fidelity bond | 2024-08-22 | 50000 |
| Participant contributions to plan in this plan year | 2024-08-22 | 21491 |
| Value of participant loans at end of plan year | 2024-08-22 | 0 |
| Other income to plan in this plan year | 2024-08-22 | 60388 |
| Plan net income in this plan year | 2024-08-22 | -77372 |
| Net assets as of the end of the plan year | 2024-08-22 | 223510 |
| Net assets as of the beginning of the plan year | 2024-08-22 | 300882 |
| Employer contributions to plan in this plan year | 2024-08-22 | 42 |
| Fees paid to broker by Benefit Provider | 2024-08-22 | 481 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-22 | 2350 |