Fairway Mortgage Corp. Savings & Investment Plan — Form 5500 plan (Fairway Independent Mortgage Corporation)

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, Fairway Mortgage Corp. Savings & Investment Plan is a benefit plan reported by Fairway Independent Mortgage Corporation under EIN 76-0503625 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,031 participants and $435,832,326 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fairway Independent Mortgage Corporation
EIN
76-0503625
Plan number
001
Plan type
3
Location
Madison, WI
Latest filing year
2023
Participants
10,031
End-of-year plan assets
$435,832,326

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,031H, C20240731140336NAL0034145008001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$435,832,326
Total liabilities (EOY)
$0
Net assets (EOY)
$435,832,326
Net assets (BOY)
$397,264,208

Income & contributions

Employer contributions
$0
Participant contributions
$45,449,994
Total contributions
$55,384,931
Total income / additions
$123,201,151

Expenses & distributions

Benefits paid
$83,572,021
Administrative expenses
$521,461
Total expenses
$84,633,033
Net increase / (decrease)
$38,568,118

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$506,461$02023
First Business Trust & InvestmentsINVESTMENT ADVISOR$15,000not reported in the loaded dataset2023

Related Form 5500 pages