V.I.P. Mortgage, Inc.'s EIN is 42-1720343.
Download the official 2023 Form 5500 (PDF) for V.I.P. Mortgage, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)V.I.P. Mortgage, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INS. CO. | 59-3092339 | — | RECORDKEEPER | $39K | — |
| MID ATLANTIC TRUST COMPANY | 27-3169253 | PITTSBURGH, PA | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| TMD WEALTH MANAGEMENT |
| 85-1065038 |
| — |
| INVESTMENT ADVISOR |
| $96K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MGKS | 86-1001235 | PHOENIX, AZ | THIRD PARTY ADMIN | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE STRUNK INSURANCE GROUP | 86-0671340 | — | MEP PROVIDER | $15K | — |
