Integrity Home Mortgage Corp 401(K) Plan — Form 5500 plan (Integrity Home Mortgage)
Plain-English plan 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, Integrity Home Mortgage Corp 401(K) Plan is a benefit plan reported by Integrity Home Mortgage under EIN 55-0873456 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $7,565,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integrity Home Mortgage
- EIN
- 55-0873456
- Plan number
- 001
- Plan type
- 2
- Location
- Winchester, VA
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $7,565,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20240909110532NAL0004427825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,565,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,565,734
- Net assets (BOY)
- $5,818,294
Income & contributions
- Employer contributions
- $238,787
- Participant contributions
- $905,052
- Total contributions
- $1,506,367
- Total income / additions
- $2,413,354
Expenses & distributions
- Benefits paid
- $613,709
- Administrative expenses
- $52,205
- Total expenses
- $665,914
- Net increase / (decrease)
- $1,747,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Trust Company | CONTRACT ADMINISTRATOR | $36,685 | $0 | 2023 |
| Buttonwood Wealth LLC | INVESTMENT ADVISORY | $15,393 | not reported in the loaded dataset | 2023 |