2023 Form 5500 filing — Healthier You, Financial Wellness 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 20241010150913NAL0011645587001) for Healthier You, Financial Wellness 401(K) Plan, reported by Titan Development And Investments, Inc. under EIN 41-1323542 and plan number 002. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150913NAL0011645587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Titan Development And Investments, Inc.
- EIN
- 41-1323542
- Plan number
- 002
- Location
- Rochester, MN
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,158,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,158,825
- Employer contributions
- $196,243
- Participant contributions
- $351,834
- Total income / additions
- $1,383,634
- Benefits paid
- $386,452
- Administrative expenses
- $46,716
- Total expenses
- $433,168
- Net increase / (decrease)
- $950,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carson Capital Management LLC | INVESTMENT ADVISOR | $19,741 | not reported in the loaded dataset |
| The Finway Group LLC | CONTRACT ADMIN | $15,453 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $8,409 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,126 | $0 |