2023 Form 5500 filing — Fairway Mortgage Corp. Savings & Investment 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 20240731140336NAL0034145008001) for Fairway Mortgage Corp. Savings & Investment Plan, reported by Fairway Independent Mortgage Corporation under EIN 76-0503625 and plan number 001. It reports 10,031 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731140336NAL0034145008001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Fairway Independent Mortgage Corporation
- EIN
- 76-0503625
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 10,031
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $435,832,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $435,832,326
- Employer contributions
- $0
- Participant contributions
- $45,449,994
- Total income / additions
- $123,201,151
- Benefits paid
- $83,572,021
- Administrative expenses
- $521,461
- Total expenses
- $84,633,033
- Net increase / (decrease)
- $38,568,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $506,461 | $0 |
| First Business Trust & Investments | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |