2023 Form 5500 filing — Strong Home 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 20241010080941NAL0020678561001) for Strong Home Mortgage 401(K) Plan, reported by Strong Home Mortgage, LLC under EIN 82-2650124 and plan number 001. It reports 166 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)$5.7MReported net assets$5,657,932
Participants166
Provider compensation$54.7K4 Schedule C row(s)$54,651
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010080941NAL0020678561001
- Plan sponsor
- Strong Home Mortgage, LLC
- EIN
- 82-2650124
- Plan number
- 001
- Location
- Manassas, VA
- 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)$5.7M total assets
Net assets$5.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,657,932
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,657,932
- Employer contributions
- $39,487
- Participant contributions
- $353,707
- Total income / additions
- $1,426,086
- Benefits paid
- $1,262,273
- Administrative expenses
- $41,860
- Total expenses
- $1,304,133
- Net increase / (decrease)
- $121,953
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,885 | $0 |
| Variable Contract Agency | OTHER SERVICES | $0 | $10,309 |
| Retirement Benefit Solutions, LLC | CONTRACT ADMINISTRATOR | $5,975 | $2,482 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |