2023 Form 5500 filing — Republic Title 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 20240807140848NAL0006470864001) for Republic Title 401(K) Profit Sharing Plan, reported by Republic Title Of Texas, Inc. under EIN 75-1825384 and plan number 001. It reports 503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807140848NAL0006470864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Republic Title Of Texas, Inc.
- EIN
- 75-1825384
- Plan number
- 001
- Location
- Plano, TX
- Participants
- 503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,472,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,472,854
- Employer contributions
- $960,861
- Participant contributions
- $3,600,552
- Total income / additions
- $14,441,612
- Benefits paid
- $4,078,538
- Administrative expenses
- $54,719
- Total expenses
- $4,145,947
- Net increase / (decrease)
- $10,295,665
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $53,576 | not reported in the loaded dataset |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $28,025 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,143 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |