Champion Title & Settlements, Inc. 401(K) Plan — Form 5500 plan (Champion Title & Settlements, 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, Champion Title & Settlements, Inc. 401(K) Plan is a benefit plan reported by Champion Title & Settlements, Inc. under EIN 54-1662812 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $12,652,458 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Champion Title & Settlements, Inc.
EIN
54-1662812
Plan number
001
Plan type
2
Location
Sterling, VA
Latest filing year
2023
Participants
232
End-of-year plan assets
$12,652,458

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20240909074013NAL0004320801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,652,458
Total liabilities (EOY)
$0
Net assets (EOY)
$12,652,458
Net assets (BOY)
$10,896,253

Income & contributions

Employer contributions
$316,053
Participant contributions
$669,631
Total contributions
$985,684
Total income / additions
$2,955,913

Expenses & distributions

Benefits paid
$1,155,728
Administrative expenses
$43,980
Total expenses
$1,199,708
Net increase / (decrease)
$1,756,205

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
R F Lafferty & Co IncADVISOR$28,156not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$15,824not reported in the loaded dataset2023

Related Form 5500 pages