2023 Form 5500 filing — T.C.T. 401(K) Profit Sharing 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 20240802115355NAL0037880144001) for T.C.T. 401(K) Profit Sharing Plan, reported by Thurston County Title Company under EIN 91-0867867 and plan number 333. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802115355NAL0037880144001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Thurston County Title Company
- EIN
- 91-0867867
- Plan number
- 333
- Location
- Olympia, WA
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,761,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,761,326
- Employer contributions
- $201,663
- Participant contributions
- $618,462
- Total income / additions
- $2,217,881
- Benefits paid
- $1,478,183
- Administrative expenses
- $100,748
- Total expenses
- $1,578,931
- Net increase / (decrease)
- $638,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kiley Juergens Wealth Management | NONE | $31,771 | $0 |
| Moss Adams Llp | NONE | $30,450 | $0 |
| Definiti LLC | THIRD PARTY ADMINISTRATOR | $23,457 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $22,622 | $0 |
| State Farm Fire & Casulty | NONE | $162 | $0 |