MT. PLEASANT ABSTRACT & TITLE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MT. PLEASANT ABSTRACT & TITLE, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for MT. PLEASANT ABSTRACT & TITLE, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : MT. PLEASANT ABSTRACT & TITLE, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-16 | 217478 |
| Net assets as of the end of the plan year | 2024-09-16 | 5659647 |
| Total assets as of the beginning of the plan year | 2024-09-16 | 4742842 |
| Value of plan covered by a fidelity bond | 2024-09-16 | 600000 |
| Participant contributions to plan in this plan year | 2024-09-16 | 325540 |
| Value of participant loans at end of plan year | 2024-09-16 | 99174 |
| Other contributions to plan in this plan year | 2024-09-16 | 12681 |
| Other income to plan in this plan year | 2024-09-16 | 655946 |
| Plan net income in this plan year | 2024-09-16 | 916805 |
| Net assets as of the end of the plan year | 2024-09-16 | 5659647 |
| Net assets as of the beginning of the plan year | 2024-09-16 | 4742842 |
| Employer contributions to plan in this plan year | 2024-09-16 | 140116 |
| Fees paid to broker by Benefit Provider | 2024-09-16 | 2482 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-16 | 13159 |
| 2022 : MT. PLEASANT ABSTRACT & TITLE, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-503,711 |
| Total of all expenses incurred | 2022-12-31 | $755,557 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $745,768 |
| Value of total corrective distributions | 2022-12-31 | $7,341 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $493,681 |
| Value of total assets at end of year | 2022-12-31 | $4,742,842 |
| Value of total assets at beginning of year | 2022-12-31 | $6,002,110 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,448 |
| Total interest from all sources | 2022-12-31 | $12,493 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $289,788 |
| Participant contributions at end of year | 2022-12-31 | $40,611 |
| Participant contributions at beginning of year | 2022-12-31 | $59,088 |
| Participant contributions at end of year | 2022-12-31 | $60,006 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $53,933 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,239 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
| Total non interest bearing cash at end of year | 2022-12-31 | $7,522 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $2,011 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,259,268 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,742,842 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,002,110 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $4,483,504 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $5,716,605 |
| Interest on participant loans | 2022-12-31 | $2,502 |
| Interest earned on other investments | 2022-12-31 | $9,991 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,009,885 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $149,960 |
| Employer contributions (assets) at end of year | 2022-12-31 | $149,960 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $224,406 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $745,768 |
| Contract administrator fees | 2022-12-31 | $2,448 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | GARDNER, PROVENZANO, THOMS & LUPLO |
| Accountancy firm EIN | 2022-12-31 | 382613351 |
| Total expenses incurred by plan in this plan year | 2022-09-19 | 62482 |
| Net assets as of the end of the plan year | 2022-09-19 | 6002110 |
| Total assets as of the beginning of the plan year | 2022-09-19 | 5008236 |
| Value of plan covered by a fidelity bond | 2022-09-19 | 600000 |
| Participant contributions to plan in this plan year | 2022-09-19 | 270445 |
| Value of participant loans at end of plan year | 2022-09-19 | 59088 |
| Other income to plan in this plan year | 2022-09-19 | 561505 |
| Plan net income in this plan year | 2022-09-19 | 993874 |
| Net assets as of the end of the plan year | 2022-09-19 | 6002110 |
| Net assets as of the beginning of the plan year | 2022-09-19 | 5008236 |
| Employer contributions to plan in this plan year | 2022-09-19 | 224406 |
| Fees paid to broker by Benefit Provider | 2022-09-19 | 3006 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-19 | 1030 |
| Total income from all sources (including contributions) | 2022-01-01 | $-503,711 |
| Total of all expenses incurred | 2022-01-01 | $755,557 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $745,768 |
| Value of total corrective distributions | 2022-01-01 | $7,341 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $493,681 |
| Value of total assets at end of year | 2022-01-01 | $4,742,842 |
| Value of total assets at beginning of year | 2022-01-01 | $6,002,110 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $2,448 |
| Total interest from all sources | 2022-01-01 | $12,493 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $289,788 |
| Participant contributions at end of year | 2022-01-01 | $40,611 |
| Participant contributions at beginning of year | 2022-01-01 | $59,088 |
| Participant contributions at end of year | 2022-01-01 | $60,006 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $53,933 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $1,239 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $0 |
| Total non interest bearing cash at end of year | 2022-01-01 | $7,522 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $2,011 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,259,268 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $4,742,842 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $6,002,110 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $4,483,504 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $5,716,605 |
| Interest on participant loans | 2022-01-01 | $2,502 |
| Interest earned on other investments | 2022-01-01 | $9,991 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-1,009,885 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $149,960 |
| Employer contributions (assets) at end of year | 2022-01-01 | $149,960 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $224,406 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $745,768 |
| Contract administrator fees | 2022-01-01 | $2,448 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | GARDNER, PROVENZANO, THOMS & LUPLO |
| Accountancy firm EIN | 2022-01-01 | 382613351 |
