Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PARK SHORE MORTGAGE CORP.
EIN 59-3432261Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$686K assets
Welfare
0
Participants
4
8891 BRIGHTON LANE, SUITE 102 - BONITA SPRINGS, FL 34135239-948-9400parkshoremortgage.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $686K assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PARK SHORE MORTGAGE CORP. CASH BALANCE PLAN
CashBalance
Assets$473K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PARK SHORE MORTGAGE CORP. 401(K) PROFIT SHARING PLAN
401k
Assets$213K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PARK SHORE MORTGAGE CORP. CASH BALANCE PLAN | CashBalance | $473K | 2 | 2024 | |
| 001 | PARK SHORE MORTGAGE CORP. 401(K) PROFIT SHARING PLAN | 401k | $213K | 2 | 2024 |
Retirement plans