2023 Form 5500 filing — Fairway Independent Mortgage Corporation Employee Stock Ownership
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 20241009170557NAL0009420403001) for Fairway Independent Mortgage Corporation Employee Stock Ownership, reported by Fairway Independent Mortgage Corporation under EIN 76-0503625 and plan number 002. It reports 11,632 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$106.1MReported net assets$106,137,563
Participants11.6K11,632
Provider compensation$743K4 Schedule C row(s)$743,004
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009170557NAL0009420403001
- Plan sponsor
- Fairway Independent Mortgage Corporation
- EIN
- 76-0503625
- Plan number
- 002
- Location
- Madison, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$106.6M total assets
Net assets$106.1MLiabilities$413.8K
Full reported line items
- Total assets (EOY)
- $106,551,368
- Total liabilities (EOY)
- $413,805
- Net assets (EOY)
- $106,137,563
- Employer contributions
- $9,287,973
- Total income / additions
- $1,916,238
- Benefits paid
- $17,558,060
- Administrative expenses
- $413,889
- Total expenses
- $17,971,949
- Net increase / (decrease)
- -$16,055,711
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal | CONTRACT ADMINISTRATOR | $692,814 | not reported in the loaded dataset |
| Prairie Capital Advisors Inc | VALUATION SERVICES | $33,100 | not reported in the loaded dataset |
| Richey May And Company | ACCOUNTANT | $8,700 | not reported in the loaded dataset |
| Levenfeld Pearlstein LLC | LEGAL | $8,390 | not reported in the loaded dataset |