First Arizona 401(K) Plan — Form 5500 plan (First Arizona Title Agency, LLC)

Plain-English plan 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, First Arizona 401(K) Plan is a benefit plan reported by First Arizona Title Agency, LLC under EIN 16-1619278 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $1,242,443 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First Arizona Title Agency, LLC
EIN
16-1619278
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
116
End-of-year plan assets
$1,242,443

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023116H, C20241015064205NAL0014167315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,242,443
Total liabilities (EOY)
$0
Net assets (EOY)
$1,242,443
Net assets (BOY)
$3,476,644

Income & contributions

Employer contributions
$44,056
Participant contributions
$244,096
Total contributions
$288,152
Total income / additions
$730,845

Expenses & distributions

Benefits paid
$2,898,009
Administrative expenses
$51,103
Total expenses
$2,965,046
Net increase / (decrease)
-$2,234,201

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cwm, LLCINVESTMENT/FINANCIAL ADVI$27,758$02023
Adp, Inc.RECORD KEEPER$23,344$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages