2023 Form 5500 filing — Strunk Hr, LLC 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 20250701120653NAL0012657329001) for Strunk Hr, LLC 401(K) Plan, reported by V.I.P. Mortgage, Inc. under EIN 42-1720343 and plan number 001. It reports 634 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250701120653NAL0012657329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- V.I.P. Mortgage, Inc.
- EIN
- 42-1720343
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 634
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $5,556
- Participant contributions
- $2,093,976
- Total income / additions
- $6,202,582
- Benefits paid
- $3,261,071
- Administrative expenses
- $189,627
- Total expenses
- $3,450,698
- Net increase / (decrease)
- $2,751,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tmd Wealth Management | INVESTMENT ADVISOR | $95,913 | not reported in the loaded dataset |
| Ameritas Life Ins. Co. | RECORDKEEPER | $38,934 | not reported in the loaded dataset |
| Mgks | THIRD PARTY ADMIN | $27,828 | not reported in the loaded dataset |
| The Strunk Insurance Group | MEP PROVIDER | $15,066 | not reported in the loaded dataset |
| Mid Atlantic Trust Company | RECORDKEEPER | $11,887 | not reported in the loaded dataset |