2023 Form 5500 filing — Intercoastal Mortgage 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 20240802052218NAL0015740387001) for Intercoastal Mortgage 401(K) Plan, reported by Intercoastal Mortgage, LLC under EIN 52-1597440 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802052218NAL0015740387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intercoastal Mortgage, LLC
- EIN
- 52-1597440
- Plan number
- 001
- Location
- Fairfax, VA
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,211,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,211,465
- Employer contributions
- $62,197
- Participant contributions
- $1,553,804
- Total income / additions
- $3,468,761
- Benefits paid
- $1,617,187
- Administrative expenses
- $61,633
- Total expenses
- $1,728,789
- Net increase / (decrease)
- $1,739,972
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $26,373 | $0 |
| Greenspring Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $26,260 | $0 |
| Bd & Company Inc. | ACCOUNTANT | $9,000 | $0 |