2023 Form 5500 filing — Title Financial Corporation 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 20240912165440NAL0019388226001) for Title Financial Corporation 401(K) Plan, reported by Title Financial Corporation under EIN 20-0447485 and plan number 002. It reports 528 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912165440NAL0019388226001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Title Financial Corporation
- EIN
- 20-0447485
- Plan number
- 002
- Location
- Blackfoot, ID
- Participants
- 528
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,807,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,807,921
- Employer contributions
- $211,100
- Participant contributions
- $1,907,934
- Total income / additions
- $5,400,367
- Benefits paid
- $3,703,123
- Administrative expenses
- $1,420
- Total expenses
- $3,704,543
- Net increase / (decrease)
- $1,695,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $1,420 | $0 |