2023 Form 5500 filing — Pioneer Title Agency, Inc. 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 20240916115405NAL0001481009001) for Pioneer Title Agency, Inc. 401(K) Plan, reported by Pioneer Title Agency, Inc. under EIN 86-0506255 and plan number 001. It reports 967 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916115405NAL0001481009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pioneer Title Agency, Inc.
- EIN
- 86-0506255
- Plan number
- 001
- Location
- Sierra Vista, AZ
- Participants
- 967
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,970,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,970,318
- Employer contributions
- $1,018,527
- Participant contributions
- $3,972,459
- Total income / additions
- $13,168,638
- Benefits paid
- $4,944,204
- Administrative expenses
- $243,263
- Total expenses
- $5,187,467
- Net increase / (decrease)
- $7,981,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $117,039 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $108,906 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,319 | not reported in the loaded dataset |