2023 Form 5500 filing — Integrity Home Mortgage Corp 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 20240909110532NAL0004427825001) for Integrity Home Mortgage Corp 401(K) Plan, reported by Integrity Home Mortgage under EIN 55-0873456 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909110532NAL0004427825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integrity Home Mortgage
- EIN
- 55-0873456
- Plan number
- 001
- Location
- Winchester, VA
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,565,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,565,734
- Employer contributions
- $238,787
- Participant contributions
- $905,052
- Total income / additions
- $2,413,354
- Benefits paid
- $613,709
- Administrative expenses
- $52,205
- Total expenses
- $665,914
- Net increase / (decrease)
- $1,747,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMINISTRATOR | $36,685 | $0 |
| Buttonwood Wealth LLC | INVESTMENT ADVISORY | $15,393 | not reported in the loaded dataset |