2023 Form 5500 filing — Altitude Home Loans 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 20240822110433NAL0005026657001) for Altitude Home Loans 401(K) Plan, reported by Altitude Financial Corporation under EIN 84-4620031 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822110433NAL0005026657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Altitude Financial Corporation
- EIN
- 84-4620031
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,564,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,564,726
- Employer contributions
- $0
- Participant contributions
- $568,694
- Total income / additions
- $1,649,845
- Benefits paid
- $461,768
- Administrative expenses
- $46,880
- Total expenses
- $508,648
- Net increase / (decrease)
- $1,141,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealth Management Partners | INVESTMENT AD VISOR | $19,455 | $0 |
| Pinnacle Plan Design, LLC | CONTRACT ADMI NISTRATOR | $5,433 | $0 |
| John Hancock Life Insurance Co. Usa | RECORDKEEPER | $2,790 | $0 |