Plan5500

Titlesmart, Inc. 401(K) Plan — Form 5500 plan (Titlesmart, Inc.)

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, Titlesmart, Inc. 401(K) Plan is a benefit plan reported by Titlesmart, Inc. under EIN 20-8380758 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $4,552,942 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Titlesmart, Inc.
EIN
20-8380758
Plan number
001
Plan type
2
Location
White Bear Lake, MN
Latest filing year
2023
Participants
136
End-of-year plan assets
$4,552,942

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20241216112853NAL0000857939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,552,942
Total liabilities (EOY)
$0
Net assets (EOY)
$4,552,942
Net assets (BOY)
$3,970,773

Income & contributions

Employer contributions
$166,039
Participant contributions
$324,078
Total contributions
$500,183
Total income / additions
$1,163,390

Expenses & distributions

Benefits paid
$547,188
Administrative expenses
$34,033
Total expenses
$581,221
Net increase / (decrease)
$582,169

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Trust CompanyNONE$23,499not reported in the loaded dataset2023
Total Wealth Advisors, LLCNONE$10,534not reported in the loaded dataset2023

Related Form 5500 pages