Title Financial Corporation 401(K) Plan — Form 5500 plan (Title Financial Corporation)
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, Title Financial Corporation 401(K) Plan is a benefit plan reported by Title Financial Corporation under EIN 20-0447485 and plan number 002. The latest loaded filing year is 2023. The filing reports 528 participants and $29,807,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Title Financial Corporation
- EIN
- 20-0447485
- Plan number
- 002
- Plan type
- 2
- Location
- Blackfoot, ID
- Latest filing year
- 2023
- Participants
- 528
- End-of-year plan assets
- $29,807,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 528 | H, C | 20240912165440NAL0019388226001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,807,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,807,921
- Net assets (BOY)
- $28,112,097
Income & contributions
- Employer contributions
- $211,100
- Participant contributions
- $1,907,934
- Total contributions
- $2,119,034
- Total income / additions
- $5,400,367
Expenses & distributions
- Benefits paid
- $3,703,123
- Administrative expenses
- $1,420
- Total expenses
- $3,704,543
- Net increase / (decrease)
- $1,695,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $1,420 | $0 | 2023 |