Pioneer Title Agency, Inc. 401(K) Plan — Form 5500 plan (Pioneer Title Agency, 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, Pioneer Title Agency, Inc. 401(K) Plan is a benefit plan reported by Pioneer Title Agency, Inc. under EIN 86-0506255 and plan number 001. The latest loaded filing year is 2023. The filing reports 967 participants and $53,970,318 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pioneer Title Agency, Inc.
- EIN
- 86-0506255
- Plan number
- 001
- Plan type
- 2
- Location
- Sierra Vista, AZ
- Latest filing year
- 2023
- Participants
- 967
- End-of-year plan assets
- $53,970,318
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 967 | H, C | 20240916115405NAL0001481009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,970,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,970,318
- Net assets (BOY)
- $45,989,147
Income & contributions
- Employer contributions
- $1,018,527
- Participant contributions
- $3,972,459
- Total contributions
- $5,766,511
- Total income / additions
- $13,168,638
Expenses & distributions
- Benefits paid
- $4,944,204
- Administrative expenses
- $243,263
- Total expenses
- $5,187,467
- Net increase / (decrease)
- $7,981,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $117,039 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $108,906 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,319 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pioneer Title Agency, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Sierra Vista, AZ
- Commonwealth Equity Services LLC Db — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation