Provident Title Company 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Provident Title Company)
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, Provident Title Company 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Provident Title Company under EIN 95-4100304 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $11,049,059 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Provident Title Company
- EIN
- 95-4100304
- Plan number
- 001
- Plan type
- 2
- Location
- Encino, CA
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $11,049,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20240925143356NAL0005513891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,049,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,049,059
- Net assets (BOY)
- $8,865,524
Income & contributions
- Employer contributions
- $307,519
- Participant contributions
- $612,179
- Total contributions
- $919,698
- Total income / additions
- $2,796,309
Expenses & distributions
- Benefits paid
- $564,230
- Administrative expenses
- $48,544
- Total expenses
- $612,774
- Net increase / (decrease)
- $2,183,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gerber Kawasaki Inc Fbo Hatem Dhiab | ADVISOR | $28,562 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $19,077 | not reported in the loaded dataset | 2023 |