Fairway Independent Mortgage Corporation Employee Stock Ownership — Form 5500 plan (Fairway Independent Mortgage Corporation)
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, Fairway Independent Mortgage Corporation Employee Stock Ownership is a benefit plan reported by Fairway Independent Mortgage Corporation under EIN 76-0503625 and plan number 002. The latest loaded filing year is 2023. The filing reports 11,632 participants and $106,551,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fairway Independent Mortgage Corporation
- EIN
- 76-0503625
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 11,632
- End-of-year plan assets
- $106,551,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,632 | H, C | 20241009170557NAL0009420403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,551,368
- Total liabilities (EOY)
- $413,805
- Net assets (EOY)
- $106,137,563
- Net assets (BOY)
- $122,193,274
Income & contributions
- Employer contributions
- $9,287,973
- Total contributions
- $9,287,973
- Total income / additions
- $1,916,238
Expenses & distributions
- Benefits paid
- $17,558,060
- Administrative expenses
- $413,889
- Total expenses
- $17,971,949
- Net increase / (decrease)
- -$16,055,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal | CONTRACT ADMINISTRATOR | $692,814 | not reported in the loaded dataset | 2023 |
| Prairie Capital Advisors Inc | VALUATION SERVICES | $33,100 | not reported in the loaded dataset | 2023 |
| Richey May And Company | ACCOUNTANT | $8,700 | not reported in the loaded dataset | 2023 |
| Levenfeld Pearlstein LLC | LEGAL | $8,390 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fairway Independent Mortgage Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Principal — Schedule C compensation
- Prairie Capital Advisors Inc — Schedule C compensation
- Richey May And Company — Schedule C compensation
- Levenfeld Pearlstein LLC — Schedule C compensation