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THE TITLE TEAM 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE TITLE TEAM 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE TITLE TEAM 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

NORTH DAKOTA GUARANTY & TITLE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:NORTH DAKOTA GUARANTY & TITLE COMPANY
Employer identification number (EIN):450249312
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TITLE TEAM 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01NAT STRUTZ2023-10-16 NAT STRUTZ2023-10-16
0012021-01-01NAT STRUTZ2022-10-17 NAT STRUTZ2022-10-17
0012020-01-01NAT STRUTZ2021-10-11 NAT STRUTZ2021-10-11
0012019-01-01MARK DORDAHL2020-10-14 MARK DORDAHL2020-10-14
0012018-01-01MARK DORDAHL2019-09-30 MARK DORDAHL2019-09-30
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MARK DORDAHL MARK DORDAHL2015-07-17
0012013-01-01JULIE THIERY JULIE THIERY2014-10-02
0012012-01-01TIM PEARSON2013-06-06
0012011-01-01DOUG DUTKE2012-08-10
0012010-01-01KAREN JOHNER2011-06-20

Plan Statistics for THE TITLE TEAM 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE TITLE TEAM 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01295
Total number of active participants reported on line 7a of the Form 55002022-01-01275
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01334
Number of participants with account balances2022-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01258
Total number of active participants reported on line 7a of the Form 55002021-01-01233
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01294
Number of participants with account balances2021-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01229
Total number of active participants reported on line 7a of the Form 55002020-01-01205
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01258
Number of participants with account balances2020-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01173
Total number of active participants reported on line 7a of the Form 55002019-01-01182
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01229
Number of participants with account balances2019-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01177
Total number of active participants reported on line 7a of the Form 55002018-01-01132
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01173
Number of participants with account balances2018-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01155
Total number of active participants reported on line 7a of the Form 55002017-01-01137
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01179
Total participants2017-01-01179
Number of participants with account balances2017-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01171
Total number of active participants reported on line 7a of the Form 55002016-01-01115
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01157
Total participants2016-01-01157
Number of participants with account balances2016-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01155
Total number of active participants reported on line 7a of the Form 55002015-01-01126
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01180
Total participants2015-01-01180
Number of participants with account balances2015-01-01161
2014: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01139
Total number of active participants reported on line 7a of the Form 55002014-01-01110
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01158
Total participants2014-01-01158
Number of participants with account balances2014-01-01138
2013: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01129
Total number of active participants reported on line 7a of the Form 55002013-01-01101
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01139
Number of participants with account balances2013-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on THE TITLE TEAM 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$2,391,675
Total of all expenses incurred2022-12-31$1,246,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,153,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,193,465
Value of total assets at end of year2022-12-31$17,919,458
Value of total assets at beginning of year2022-12-31$16,773,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$92,172
Total interest from all sources2022-12-31$10,716
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$487,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$487,571
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$944,677
Participant contributions at end of year2022-12-31$399,700
Participant contributions at beginning of year2022-12-31$307,327
Participant contributions at end of year2022-12-31$38,154
Participant contributions at beginning of year2022-12-31$495
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,862,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,145,504
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,919,458
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,773,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,612,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,046,042
Interest on participant loans2022-12-31$10,716
Value of interest in common/collective trusts at end of year2022-12-31$483,519
Value of interest in common/collective trusts at beginning of year2022-12-31$317,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,300,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,386,127
Employer contributions (assets) at end of year2022-12-31$1,385,133
Employer contributions (assets) at beginning of year2022-12-31$1,102,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,153,999
Contract administrator fees2022-12-31$92,172
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2022-12-31450310328
2021 : THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,344,354
Total of all expenses incurred2021-12-31$1,190,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,108,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,446,480
Value of total assets at end of year2021-12-31$16,773,954
Value of total assets at beginning of year2021-12-31$13,620,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$81,829
Total interest from all sources2021-12-31$12,431
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,602,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,602,949
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$717,528
Participant contributions at end of year2021-12-31$307,327
Participant contributions at beginning of year2021-12-31$297,989
Participant contributions at end of year2021-12-31$495
Participant contributions at beginning of year2021-12-31$537
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$626,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,153,954
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,773,954
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,620,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,046,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,306,469
Interest on participant loans2021-12-31$12,431
Value of interest in common/collective trusts at end of year2021-12-31$317,198
Value of interest in common/collective trusts at beginning of year2021-12-31$172,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$282,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,102,892
Employer contributions (assets) at end of year2021-12-31$1,102,892
Employer contributions (assets) at beginning of year2021-12-31$842,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,108,571
Contract administrator fees2021-12-31$81,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Qualified
Accountancy firm name2021-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2021-12-31450310328
2020 : THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,224,932
Total of all expenses incurred2020-12-31$297,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$235,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,615,508
Value of total assets at end of year2020-12-31$13,620,000
Value of total assets at beginning of year2020-12-31$10,692,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,965
Total interest from all sources2020-12-31$11,018
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$432,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$429,504
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$517,146
Participant contributions at end of year2020-12-31$297,989
Participant contributions at beginning of year2020-12-31$274,747
Participant contributions at end of year2020-12-31$537
Participant contributions at beginning of year2020-12-31$20,335
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$255,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,927,816
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,620,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,692,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,306,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,411,224
Interest on participant loans2020-12-31$11,018
Value of interest in common/collective trusts at end of year2020-12-31$172,454
Value of interest in common/collective trusts at beginning of year2020-12-31$192,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,165,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$105,979
Contributions received in cash from employer2020-12-31$842,551
Employer contributions (assets) at end of year2020-12-31$842,551
Employer contributions (assets) at beginning of year2020-12-31$687,049
Income. Dividends from common stock2020-12-31$3,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$235,151
Contract administrator fees2020-12-31$61,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2020-12-31450310328
2019 : THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,299
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,299
Total unrealized appreciation/depreciation of assets2019-12-31$5,299
Total unrealized appreciation/depreciation of assets2019-12-31$5,299
Total income from all sources (including contributions)2019-12-31$3,356,884
Total income from all sources (including contributions)2019-12-31$3,356,884
Total of all expenses incurred2019-12-31$356,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$304,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$304,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,690,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,690,539
Value of total assets at end of year2019-12-31$10,692,184
Value of total assets at end of year2019-12-31$10,692,184
Value of total assets at beginning of year2019-12-31$7,692,043
Value of total assets at beginning of year2019-12-31$7,692,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$52,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$52,741
Total interest from all sources2019-12-31$9,584
Total interest from all sources2019-12-31$9,584
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$297,582
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$297,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$294,756
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$294,756
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$394,788
Contributions received from participants2019-12-31$394,788
Participant contributions at end of year2019-12-31$274,747
Participant contributions at end of year2019-12-31$274,747
Participant contributions at beginning of year2019-12-31$232,736
Participant contributions at beginning of year2019-12-31$232,736
Participant contributions at end of year2019-12-31$20,335
Participant contributions at end of year2019-12-31$20,335
Participant contributions at beginning of year2019-12-31$268
Participant contributions at beginning of year2019-12-31$268
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$608,702
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$608,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,000,141
Value of net income/loss2019-12-31$3,000,141
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,692,184
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,692,184
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,692,043
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,692,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,411,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,411,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,517,709
Interest on participant loans2019-12-31$9,584
Interest on participant loans2019-12-31$9,584
Value of interest in common/collective trusts at end of year2019-12-31$192,850
Value of interest in common/collective trusts at end of year2019-12-31$192,850
Value of interest in common/collective trusts at beginning of year2019-12-31$189,312
Value of interest in common/collective trusts at beginning of year2019-12-31$189,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,353,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,353,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$105,979
Assets. Invements in employer securities at end of year2019-12-31$105,979
Assets. Invements in employer securities at beginning of year2019-12-31$100,680
Assets. Invements in employer securities at beginning of year2019-12-31$100,680
Contributions received in cash from employer2019-12-31$687,049
Contributions received in cash from employer2019-12-31$687,049
Employer contributions (assets) at end of year2019-12-31$687,049
Employer contributions (assets) at end of year2019-12-31$687,049
Employer contributions (assets) at beginning of year2019-12-31$651,338
Employer contributions (assets) at beginning of year2019-12-31$651,338
Income. Dividends from common stock2019-12-31$2,826
Income. Dividends from common stock2019-12-31$2,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$304,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$304,002
Contract administrator fees2019-12-31$52,741
Contract administrator fees2019-12-31$52,741
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2019-12-31450310328
Accountancy firm EIN2019-12-31450310328
2018 : THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,766
Total unrealized appreciation/depreciation of assets2018-12-31$1,766
Total income from all sources (including contributions)2018-12-31$687,838
Total of all expenses incurred2018-12-31$305,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$258,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,091,833
Value of total assets at end of year2018-12-31$7,692,043
Value of total assets at beginning of year2018-12-31$7,310,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,892
Total interest from all sources2018-12-31$7,448
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$304,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$301,784
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$346,110
Participant contributions at end of year2018-12-31$232,736
Participant contributions at beginning of year2018-12-31$154,399
Participant contributions at end of year2018-12-31$268
Participant contributions at beginning of year2018-12-31$262
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$94,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$381,978
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,692,043
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,310,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,517,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,502,137
Interest on participant loans2018-12-31$7,448
Value of interest in common/collective trusts at end of year2018-12-31$189,312
Value of interest in common/collective trusts at beginning of year2018-12-31$16,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-717,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$100,680
Assets. Invements in employer securities at beginning of year2018-12-31$98,914
Contributions received in cash from employer2018-12-31$651,572
Employer contributions (assets) at end of year2018-12-31$651,338
Employer contributions (assets) at beginning of year2018-12-31$537,828
Income. Dividends from common stock2018-12-31$2,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$258,968
Contract administrator fees2018-12-31$46,892
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2018-12-31450310328
2017 : THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,473
Total unrealized appreciation/depreciation of assets2017-12-31$2,473
Total income from all sources (including contributions)2017-12-31$2,657,856
Total of all expenses incurred2017-12-31$307,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$271,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,761,365
Value of total assets at end of year2017-12-31$7,310,065
Value of total assets at beginning of year2017-12-31$4,960,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,462
Total interest from all sources2017-12-31$5,633
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$257,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$255,109
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$302,406
Participant contributions at end of year2017-12-31$154,399
Participant contributions at beginning of year2017-12-31$161,191
Participant contributions at end of year2017-12-31$262
Participant contributions at beginning of year2017-12-31$9,466
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$921,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,349,924
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,310,065
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,960,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,502,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,155,636
Interest on participant loans2017-12-31$5,633
Value of interest in common/collective trusts at end of year2017-12-31$16,525
Value of interest in common/collective trusts at beginning of year2017-12-31$14,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$630,242
Net investment gain or loss from common/collective trusts2017-12-31$208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$98,914
Assets. Invements in employer securities at beginning of year2017-12-31$96,441
Contributions received in cash from employer2017-12-31$537,828
Employer contributions (assets) at end of year2017-12-31$537,828
Employer contributions (assets) at beginning of year2017-12-31$522,518
Income. Dividends from common stock2017-12-31$2,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$271,470
Contract administrator fees2017-12-31$36,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2017-12-31450310328
2016 : THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,413,281
Total of all expenses incurred2016-12-31$473,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$435,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,084,795
Value of total assets at end of year2016-12-31$4,960,141
Value of total assets at beginning of year2016-12-31$4,020,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,485
Total interest from all sources2016-12-31$3,893
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$130,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$130,312
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$275,658
Participant contributions at end of year2016-12-31$161,191
Participant contributions at beginning of year2016-12-31$83,289
Participant contributions at end of year2016-12-31$9,466
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$286,619
Administrative expenses (other) incurred2016-12-31$27,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$939,747
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,960,141
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,020,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$10,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,170,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,452,542
Interest on participant loans2016-12-31$3,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$194,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$96,441
Assets. Invements in employer securities at beginning of year2016-12-31$96,441
Contributions received in cash from employer2016-12-31$522,518
Employer contributions (assets) at end of year2016-12-31$522,518
Employer contributions (assets) at beginning of year2016-12-31$388,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$435,049
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31450310328
2015 : THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$8,125
Total unrealized appreciation/depreciation of assets2015-12-31$8,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,827
Total income from all sources (including contributions)2015-12-31$594,274
Total of all expenses incurred2015-12-31$231,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$190,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$619,668
Value of total assets at end of year2015-12-31$4,020,394
Value of total assets at beginning of year2015-12-31$3,663,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$40,660
Total interest from all sources2015-12-31$3,052
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$170,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$170,534
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$214,595
Participant contributions at end of year2015-12-31$83,289
Participant contributions at beginning of year2015-12-31$85,098
Participant contributions at beginning of year2015-12-31$9,440
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$16,951
Administrative expenses (other) incurred2015-12-31$23,265
Liabilities. Value of operating payables at beginning of year2015-12-31$5,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$362,859
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,020,394
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,657,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$17,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,394,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,078,307
Interest on participant loans2015-12-31$3,052
Value of interest in common/collective trusts at end of year2015-12-31$58,072
Value of interest in common/collective trusts at beginning of year2015-12-31$51,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-207,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$96,441
Assets. Invements in employer securities at beginning of year2015-12-31$88,316
Contributions received in cash from employer2015-12-31$388,122
Employer contributions (assets) at end of year2015-12-31$388,122
Employer contributions (assets) at beginning of year2015-12-31$346,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$190,755
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31450310328
2014 : THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$17,663
Total unrealized appreciation/depreciation of assets2014-12-31$17,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,944
Total income from all sources (including contributions)2014-12-31$1,247,525
Total of all expenses incurred2014-12-31$450,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$417,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,027,617
Value of total assets at end of year2014-12-31$3,663,362
Value of total assets at beginning of year2014-12-31$2,863,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,568
Total interest from all sources2014-12-31$1,908
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$195,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$195,663
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$550,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$148,171
Participant contributions at end of year2014-12-31$85,098
Participant contributions at beginning of year2014-12-31$43,990
Participant contributions at end of year2014-12-31$9,440
Participant contributions at beginning of year2014-12-31$5,281
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$532,561
Administrative expenses (other) incurred2014-12-31$33,568
Liabilities. Value of operating payables at end of year2014-12-31$5,827
Liabilities. Value of operating payables at beginning of year2014-12-31$2,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$796,845
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,657,535
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,860,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,078,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,162,423
Interest on participant loans2014-12-31$1,908
Value of interest in common/collective trusts at end of year2014-12-31$51,301
Value of interest in common/collective trusts at beginning of year2014-12-31$44,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$164,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$164,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$88,316
Assets. Invements in employer securities at beginning of year2014-12-31$70,653
Contributions received in cash from employer2014-12-31$346,885
Employer contributions (assets) at end of year2014-12-31$346,885
Employer contributions (assets) at beginning of year2014-12-31$372,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$417,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31450310328
2013 : THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$17,663
Total unrealized appreciation/depreciation of assets2013-12-31$17,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,009,952
Total of all expenses incurred2013-12-31$365,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$338,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$509,665
Value of total assets at end of year2013-12-31$2,863,634
Value of total assets at beginning of year2013-12-31$2,216,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,272
Total interest from all sources2013-12-31$1,919
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$72,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$72,297
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$117,068
Participant contributions at end of year2013-12-31$43,990
Participant contributions at beginning of year2013-12-31$39,714
Participant contributions at end of year2013-12-31$5,281
Participant contributions at beginning of year2013-12-31$8,269
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,766
Administrative expenses (other) incurred2013-12-31$27,272
Liabilities. Value of operating payables at end of year2013-12-31$2,944
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$644,351
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,860,690
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,216,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,162,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,624,821
Interest on participant loans2013-12-31$1,919
Value of interest in common/collective trusts at end of year2013-12-31$44,642
Value of interest in common/collective trusts at beginning of year2013-12-31$30,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$164,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$152,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$152,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$408,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$70,653
Assets. Invements in employer securities at beginning of year2013-12-31$52,990
Contributions received in cash from employer2013-12-31$372,831
Employer contributions (assets) at end of year2013-12-31$372,456
Employer contributions (assets) at beginning of year2013-12-31$307,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$338,329
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRADY, MARTZ & ASSOCIATIES, P.C.
Accountancy firm EIN2013-12-31450310328

Form 5500 Responses for THE TITLE TEAM 401(K) PROFIT SHARING PLAN

2022: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE TITLE TEAM 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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