Ata National Title Group, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ata National Title Group, LLC)
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, Ata National Title Group, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ata National Title Group, LLC under EIN 61-1492166 and plan number 001. The latest loaded filing year is 2023. The filing reports 493 participants and $22,316,575 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ata National Title Group, LLC
- EIN
- 61-1492166
- Plan number
- 001
- Plan type
- 2
- Location
- Farmington Hills, MI
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $22,316,575
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20241015093122NAL0014316179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,316,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,316,575
- Net assets (BOY)
- $19,537,664
Income & contributions
- Employer contributions
- $233,347
- Participant contributions
- $1,500,879
- Total contributions
- $1,784,687
- Total income / additions
- $4,996,300
Expenses & distributions
- Benefits paid
- $2,110,387
- Administrative expenses
- $107,002
- Total expenses
- $2,217,389
- Net increase / (decrease)
- $2,778,911
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gregory J Schwartz Co, Inc | ADVISOR | $57,523 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, Inc. | TPA | $41,675 | not reported in the loaded dataset | 2023 |
| Fidelity Trust Company | CUSTODIAN | $7,804 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ata National Title Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Farmington Hills, MI
- Gregory J Schwartz Co, Inc — Schedule C compensation
- Sentinel Benefits Group, Inc. — Schedule C compensation
- Fidelity Trust Company — Schedule C compensation