Republic Title 401(K) Profit Sharing Plan — Form 5500 plan (Republic Title Of Texas, 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, Republic Title 401(K) Profit Sharing Plan is a benefit plan reported by Republic Title Of Texas, Inc. under EIN 75-1825384 and plan number 001. The latest loaded filing year is 2023. The filing reports 503 participants and $82,472,854 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Republic Title Of Texas, Inc.
EIN
75-1825384
Plan number
001
Plan type
2
Location
Plano, TX
Latest filing year
2023
Participants
503
End-of-year plan assets
$82,472,854

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023503H, C20240807140848NAL0006470864001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,472,854
Total liabilities (EOY)
$0
Net assets (EOY)
$82,472,854
Net assets (BOY)
$72,177,189

Income & contributions

Employer contributions
$960,861
Participant contributions
$3,600,552
Total contributions
$4,561,413
Total income / additions
$14,441,612

Expenses & distributions

Benefits paid
$4,078,538
Administrative expenses
$54,719
Total expenses
$4,145,947
Net increase / (decrease)
$10,295,665

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors LLCINVESTMENT ADVISOR$53,576not reported in the loaded dataset2023
Morgan Stanley Insurance Services IBROKER/ADVISER$0$28,0252023
Empower Advisory Group, LLCINVESTMENT MGMT$1,143not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages