2023 Form 5500 filing — Titlemax Employee'S Incentive Savings 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 20241014121347NAL0053457474001) for Titlemax Employee'S Incentive Savings Plan, reported by Titlemax Of Georgia, Inc. under EIN 58-2547327 and plan number 001. It reports 3,778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121347NAL0053457474001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Titlemax Of Georgia, Inc.
- EIN
- 58-2547327
- Plan number
- 001
- Location
- Savannah, GA
- Participants
- 3,778
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,817,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,817,984
- Employer contributions
- $1,601,539
- Participant contributions
- $7,887,710
- Total income / additions
- $16,648,199
- Benefits paid
- $8,518,272
- Administrative expenses
- $126,401
- Total expenses
- $8,656,962
- Net increase / (decrease)
- $7,991,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $57,876 | $0 |
| Morgan Stanley Smith Barney | INVESTMENT ADVISOR | $52,025 | $0 |
| Windham Brannon, Pc | ACCOUNTANT/AUDITOR | $16,500 | not reported in the loaded dataset |