Abstract & Title Guaranty Co. 401(K) Profit Sharing Plan — Form 5500 plan (Abstract & Title Guaranty Co)

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, Abstract & Title Guaranty Co. 401(K) Profit Sharing Plan is a benefit plan reported by Abstract & Title Guaranty Co under EIN 42-1418500 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $266,002 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$266KPlan net assets, end of year$266,002
Participants15Covered participants reported
Assets / participant$17.7KComputed: assets ÷ participants$17,733 (computed)
Provider compensationNone reported
Plan sponsor
Abstract & Title Guaranty Co
EIN
42-1418500
Plan number
001
Plan type
2
Location
Clinton, IA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315I20241009114506NAL0018242049001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$266K total assets
Net assets$266KLiabilities
Money in vs. money out
Total income / additions$84.4K
Total expenses$491.2K
Benefits paid / distributions$491.2K
Contributions
Employer$11.8K
Participant$15K
Full reported line items

Net assets

Total assets (EOY)
$266,002
Net assets (EOY)
$266,002
Net assets (BOY)
$672,725

Income & contributions

Employer contributions
$11,831
Participant contributions
$15,001
Total income / additions
$84,433

Expenses & distributions

Benefits paid
$491,156
Total expenses
$491,156
Net increase / (decrease)
-$406,723
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets185%Computed ratio
Benefits paid ÷ total income582%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages