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TRI COUNTY TITLE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTRI COUNTY TITLE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

TRI COUNTY TITLE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TRI-COUNTY TITLE SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:TRI-COUNTY TITLE SERVICES, LLC
Employer identification number (EIN):208025881
NAIC Classification:531320
NAIC Description:Offices of Real Estate Appraisers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI COUNTY TITLE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01NANCY G COOLBAUGH2024-07-24
0012023-01-01NANCY G COOLBAUGH2024-09-03
0012022-01-01NANCY COOLBAUGH2023-04-04
0012021-01-01NANCY COOLBAUGH2022-04-04
0012020-01-01NANCY COOLBAUGH2021-05-05
0012018-01-01NANCY2019-03-29
0012017-01-01NANCY G. COOLBAUGH2018-07-20
0012016-01-01NANCY COOLBAUGH2017-07-19
0012013-10-01NANCY COOLBAUGH2014-10-15
0012012-10-01NANCY COOLBAUGH2014-07-14
0012011-10-01NANCY COOLBAUGH2013-07-12
0012010-10-01NANCY COOLBAUGH2012-07-13
0012008-10-01

Plan Statistics for TRI COUNTY TITLE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for TRI COUNTY TITLE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2024: TRI COUNTY TITLE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-09-035
Total number of particpants at end of year2024-09-034
Number of Participants With Account Balances2024-09-031
Total number of particpants at beginning of year2024-07-244
Total number of particpants at end of year2024-07-240
Number of Participants With Account Balances2024-07-240
2022: TRI COUNTY TITLE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-04-047
Total number of particpants at end of year2022-04-047
Number of Participants With Account Balances2022-04-045

Financial Data on TRI COUNTY TITLE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2024 : TRI COUNTY TITLE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-030
Total liabilities as of the end of the plan year2024-09-030
Total liabilities as of the beginning of the plan year2024-09-030
Total expenses incurred by plan in this plan year2024-09-03137358
Net assets as of the end of the plan year2024-09-03692
Total assets as of the beginning of the plan year2024-09-03116767
Value of plan covered by a fidelity bond2024-09-0320000
Participant contributions to plan in this plan year2024-09-033962
Other expenses paid from plan in this plan year2024-09-030
Other contributions to plan in this plan year2024-09-030
Other income to plan in this plan year2024-09-0314410
Plan net income in this plan year2024-09-03-116075
Net assets as of the end of the plan year2024-09-03692
Net assets as of the beginning of the plan year2024-09-03116767
Employer contributions to plan in this plan year2024-09-032911
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-03270
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-24684
Net assets as of the end of the plan year2024-07-240
Total assets as of the beginning of the plan year2024-07-24692
Value of plan covered by a fidelity bond2024-07-2420000
Participant contributions to plan in this plan year2024-07-240
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-24-8
Plan net income in this plan year2024-07-24-692
Net assets as of the end of the plan year2024-07-240
Net assets as of the beginning of the plan year2024-07-24692
Employer contributions to plan in this plan year2024-07-240
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-24100
2022 : TRI COUNTY TITLE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-040
Total liabilities as of the end of the plan year2022-04-040
Total liabilities as of the beginning of the plan year2022-04-040
Total expenses incurred by plan in this plan year2022-04-0460
Net assets as of the end of the plan year2022-04-04192183
Total assets as of the beginning of the plan year2022-04-04145086
Value of plan covered by a fidelity bond2022-04-0420000
Participant contributions to plan in this plan year2022-04-0417596
Value of participant loans at end of plan year2022-04-047135
Other expenses paid from plan in this plan year2022-04-040
Other contributions to plan in this plan year2022-04-040
Other income to plan in this plan year2022-04-0416994
Plan net income in this plan year2022-04-0447097
Net assets as of the end of the plan year2022-04-04192183
Net assets as of the beginning of the plan year2022-04-04145086
Employer contributions to plan in this plan year2022-04-0412567
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-0460

Form 5500 Responses for TRI COUNTY TITLE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

2008: TRI COUNTY TITLE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Potentially related plans

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