2023 Form 5500 filing — Title Abstract Co. Of Pa. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240315161533NAL0000950129001) for Title Abstract Co. Of Pa. 401(K) Plan, reported by Title Abstract Co. Of Pa. under EIN 23-1317050 and plan number 002. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240315161533NAL0000950129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Title Abstract Co. Of Pa.
- EIN
- 23-1317050
- Plan number
- 002
- Location
- Media, PA
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $420,540
- Benefits paid
- $1,439,735
- Administrative expenses
- $57,469
- Total expenses
- $1,497,204
- Net increase / (decrease)
- -$1,076,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rainer & Company | AUDITOR | $16,775 | not reported in the loaded dataset |
| Summit Group Retirement Planners | INVESTMENT ADVISOR | $15,204 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,404 | not reported in the loaded dataset |
| N.A. Falcone & Associates, Inc. | THIRD PARTY ADMINISTRATO | $9,197 | not reported in the loaded dataset |