Altitude Home Loans 401(K) Plan — Form 5500 plan (Altitude Financial 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, Altitude Home Loans 401(K) Plan is a benefit plan reported by Altitude Financial Corporation under EIN 84-4620031 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $5,564,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Altitude Financial Corporation
- EIN
- 84-4620031
- Plan number
- 001
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $5,564,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20240822110433NAL0005026657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,564,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,564,726
- Net assets (BOY)
- $4,423,529
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $568,694
- Total contributions
- $817,083
- Total income / additions
- $1,649,845
Expenses & distributions
- Benefits paid
- $461,768
- Administrative expenses
- $46,880
- Total expenses
- $508,648
- Net increase / (decrease)
- $1,141,197
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealth Management Partners | INVESTMENT AD VISOR | $19,455 | $0 | 2023 |
| Pinnacle Plan Design, LLC | CONTRACT ADMI NISTRATOR | $5,433 | $0 | 2023 |
| John Hancock Life Insurance Co. Usa | RECORDKEEPER | $2,790 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Altitude Financial Corporation
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tucson, AZ
- Wealth Management Partners — Schedule C compensation
- Pinnacle Plan Design, LLC — Schedule C compensation
- John Hancock Life Insurance Co. Usa — Schedule C compensation