Plan5500

Titlemax Employee'S Incentive Savings Plan — Form 5500 plan (Titlemax Of Georgia, 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, Titlemax Employee'S Incentive Savings Plan is a benefit plan reported by Titlemax Of Georgia, Inc. under EIN 58-2547327 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,778 participants and $43,817,984 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Titlemax Of Georgia, Inc.
EIN
58-2547327
Plan number
001
Plan type
2
Location
Savannah, GA
Latest filing year
2023
Participants
3,778
End-of-year plan assets
$43,817,984

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,778H, C20241014121347NAL0053457474001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,817,984
Total liabilities (EOY)
$0
Net assets (EOY)
$43,817,984
Net assets (BOY)
$35,826,747

Income & contributions

Employer contributions
$1,601,539
Participant contributions
$7,887,710
Total contributions
$10,013,602
Total income / additions
$16,648,199

Expenses & distributions

Benefits paid
$8,518,272
Administrative expenses
$126,401
Total expenses
$8,656,962
Net increase / (decrease)
$7,991,237

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$57,876$02023
Morgan Stanley Smith BarneyINVESTMENT ADVISOR$52,025$02023
Windham Brannon, PcACCOUNTANT/AUDITOR$16,500not reported in the loaded dataset2023

Related Form 5500 pages