Strunk Hr, LLC 401(K) Plan — Form 5500 plan (V.I.P. Mortgage, Inc.)
Plain-English plan 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, Strunk Hr, LLC 401(K) Plan is a benefit plan reported by V.I.P. Mortgage, Inc. under EIN 42-1720343 and plan number 001. The latest loaded filing year is 2023. The filing reports 634 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- V.I.P. Mortgage, Inc.
- EIN
- 42-1720343
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 634
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 634 | H, C | 20250701120653NAL0012657329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $20,764,313
Income & contributions
- Employer contributions
- $5,556
- Participant contributions
- $2,093,976
- Total contributions
- $3,046,354
- Total income / additions
- $6,202,582
Expenses & distributions
- Benefits paid
- $3,261,071
- Administrative expenses
- $189,627
- Total expenses
- $3,450,698
- Net increase / (decrease)
- $2,751,884
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tmd Wealth Management | INVESTMENT ADVISOR | $95,913 | not reported in the loaded dataset | 2023 |
| Ameritas Life Ins. Co. | RECORDKEEPER | $38,934 | not reported in the loaded dataset | 2023 |
| Mgks | THIRD PARTY ADMIN | $27,828 | not reported in the loaded dataset | 2023 |
| The Strunk Insurance Group | MEP PROVIDER | $15,066 | not reported in the loaded dataset | 2023 |
| Mid Atlantic Trust Company | RECORDKEEPER | $11,887 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for V.I.P. Mortgage, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Tmd Wealth Management — Schedule C compensation
- Ameritas Life Ins. Co. — Schedule C compensation
- Mgks — Schedule C compensation
- The Strunk Insurance Group — Schedule C compensation
- Mid Atlantic Trust Company — Schedule C compensation