V.I.P. Mortgage, Inc. — 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, V.I.P. Mortgage, Inc. (EIN 42-1720343) is a plan sponsor located in Scottsdale, AZ with 2 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
42-1720343
Location
Scottsdale, AZ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$0
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$0

Contributions & income

Employer contributions
$5,556
Participant contributions
$2,093,976
Total income / additions
$6,202,582

Expenses & distributions

Benefits paid / distributions
$3,261,071
Total expenses
$3,450,698
Net increase / (decrease)
$2,751,884

Coverage

Total reported participants
1,213
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

V.I.P. Mortgage, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Strunk Hr, LLC 401(K) Plan001634$02023
V.I.P. Mortgage, Inc. Employee Benefit Plans502579not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for V.I.P. Mortgage, Inc.
YearPlanParticipantsSchedulesFiling
2023V.I.P. Mortgage, Inc. Employee Benefit Plans57920241209130112NAL0010614945001
2023Strunk Hr, LLC 401(K) Plan634H, C20250701120653NAL0012657329001

Related Form 5500 pages