2023 Form 5500 filing — Inlanta Mortgage, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240216112029NAL0001321856001) for Inlanta Mortgage, Inc. 401(K) Plan, reported by Inlanta Mortgage, Inc under EIN 39-1767726 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants214
Provider compensation$47.9K3 Schedule C row(s)$47,906
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240216112029NAL0001321856001
Plan sponsor
Inlanta Mortgage, Inc
EIN
39-1767726
Plan number
001
Location
Waukesha, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$919K
Total expenses$19.4M
Benefits paid / distributions$19.1M
Contributions
Employer$14.3K
Participant$94.9K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$14,305
Participant contributions
$94,872
Total income / additions
$918,972
Benefits paid
$19,119,105
Administrative expenses
$47,906
Total expenses
$19,411,051
Net increase / (decrease)
-$18,492,079
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $31.5K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $14.4K
  3. 3
    INVESTMENT MGMT · Direct $1.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240216112029NAL0001321856001 cover?
It is the 2023 Form 5500 filing for Inlanta Mortgage, Inc. 401(K) Plan, reported by Inlanta Mortgage, Inc (EIN 39-1767726).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages