2023 Form 5500 filing — Liberty Title Co. Profit Sharing Plan & Trust
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 20240906152246NAL0001603425001) for Liberty Title Co. Profit Sharing Plan & Trust, reported by Liberty Title Agency, Inc. under EIN 38-2031938 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906152246NAL0001603425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Title Agency, Inc.
- EIN
- 38-2031938
- Plan number
- 001
- Location
- Birmingham, MI
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,954,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,954,433
- Employer contributions
- $161,399
- Participant contributions
- $668,270
- Total income / additions
- $2,139,319
- Benefits paid
- $472,568
- Administrative expenses
- $47,005
- Total expenses
- $534,838
- Net increase / (decrease)
- $1,604,481
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Fiduciary Advisors | NONE | $27,459 | not reported in the loaded dataset |
| Minnesota Life Insurance Company | NONE | $19,546 | $0 |
| Baker Tilly Us, Llp | AUDITOR | $10,000 | not reported in the loaded dataset |