V.i.p. Mortgage, Inc. 401(k) Plan (terminated 2023): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2023, when $23.5 million was transferred out of the plan. Assets moved to the MY 401(K) PLAN (sponsored by GROUP PLAN SYSTEMS, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

V.i.p. Mortgage, Inc. 401(k) Plan Facts (plan year 2023)

Plan name
STRUNK HR, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
V.I.P. MORTGAGE, INC.
Participants
634
Former employees with a balance
0
Employer contributions
$5,556 in plan year 2023 (0% of all contributions)
Recordkeeper
Ameritas Life Ins. Co.
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jan 1, 2015
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Jul 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $3.05 million went into the plan in contributions, $5,556 of it from the employer (0%).
  • $3.26 million was paid out to participants.
  • Investment and other income added $3.16 million.

How the V.i.p. Mortgage, Inc. 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018513$9.28 million—$1.85 million
2019696$12.7 million—$1.04 million
2020518$17.3 million—$942,560
2021652$22.4 million—$1.68 million
2022681$20.8 million$4$1.57 million
2023 (final)634$0$5,556$3.26 million

V.i.p. Mortgage, Inc. 401(k) Contact Information

Phone
480-378-6806
Mailing address
9221 EAST VIA DE VENTURA, SCOTTSDALE AZ 85258
Plan sponsor
V.I.P. MORTGAGE, INC.
Employer identification number (EIN)
42-1720343
Plan number
001

Questions about the V.i.p. Mortgage, Inc. 401(k)

Is the V.i.p. Mortgage, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2023. Its assets were transferred to the MY 401(K) PLAN.

Does V.i.p. Mortgage, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $5,556, 0% of all contributions.

Does the V.i.p. Mortgage, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the V.i.p. Mortgage, Inc 401(k) plan?

634 participants at the start of plan year 2023.

Who manages the V.i.p. Mortgage, Inc 401(k) accounts?

Ameritas (listed on the filing as AMERITAS LIFE INS. CO.) is the plan's recordkeeper, which is where participants log in to see their balance.

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