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PIONEER TITLE AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan NamePIONEER TITLE AGENCY, INC. 401(K) PLAN
Plan identification number 001

PIONEER TITLE AGENCY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PIONEER TITLE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:PIONEER TITLE AGENCY, INC.
Employer identification number (EIN):860506255
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about PIONEER TITLE AGENCY, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2001-04-16
Company Identification Number: 1224368
Legal Registered Office Address: 8255 SOUTH AVENUE, SUITE A
-
YOUNGSTOWN
United States of America (USA)
44512

More information about PIONEER TITLE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIONEER TITLE AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01ALAN GOLD, CPA2020-10-15
0012018-01-01ALAN GOLD, CPA2019-10-09
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012013-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012012-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012011-01-01ALAN GOLD, CPA
0012010-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012009-01-01ALAN GOLD, CPA

Plan Statistics for PIONEER TITLE AGENCY, INC. 401(K) PLAN

401k plan membership statisitcs for PIONEER TITLE AGENCY, INC. 401(K) PLAN

Measure Date Value
2022: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01948
Total number of active participants reported on line 7a of the Form 55002022-01-01885
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0163
Total of all active and inactive participants2022-01-01950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01950
Number of participants with account balances2022-01-01884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0172
2021: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01866
Total number of active participants reported on line 7a of the Form 55002021-01-01852
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0158
Total of all active and inactive participants2021-01-01915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01915
Number of participants with account balances2021-01-01847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0180
2020: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01740
Total number of active participants reported on line 7a of the Form 55002020-01-01765
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01809
Number of participants with account balances2020-01-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0153
2019: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01684
Total number of active participants reported on line 7a of the Form 55002019-01-01637
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01103
Total of all active and inactive participants2019-01-01740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01740
Number of participants with account balances2019-01-01652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01674
Total number of active participants reported on line 7a of the Form 55002018-01-01587
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0197
Total of all active and inactive participants2018-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01684
Number of participants with account balances2018-01-01684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01581
Total number of active participants reported on line 7a of the Form 55002017-01-01520
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0191
Total of all active and inactive participants2017-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01611
Number of participants with account balances2017-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01464
Total number of active participants reported on line 7a of the Form 55002016-01-01452
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01529
Number of participants with account balances2016-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01478
Total number of active participants reported on line 7a of the Form 55002015-01-01397
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01464
Number of participants with account balances2015-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01434
Total number of active participants reported on line 7a of the Form 55002014-01-01376
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0176
Total of all active and inactive participants2014-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01452
Number of participants with account balances2014-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01389
Total number of active participants reported on line 7a of the Form 55002013-01-01358
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0176
Total of all active and inactive participants2013-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01434
Number of participants with account balances2013-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01408
Total number of active participants reported on line 7a of the Form 55002012-01-01312
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0177
Total of all active and inactive participants2012-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01389
Number of participants with account balances2012-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01303
Total number of active participants reported on line 7a of the Form 55002011-01-01313
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0195
Total of all active and inactive participants2011-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01408
Number of participants with account balances2011-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01306
Total number of active participants reported on line 7a of the Form 55002010-01-01286
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01303
Number of participants with account balances2010-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01247
Total number of active participants reported on line 7a of the Form 55002009-01-01251
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01259
Number of participants with account balances2009-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on PIONEER TITLE AGENCY, INC. 401(K) PLAN

Measure Date Value
2022 : PIONEER TITLE AGENCY, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-428,080
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,123,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,878,747
Expenses. Certain deemed distributions of participant loans2022-12-31$15,217
Value of total corrective distributions2022-12-31$3,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,089,005
Value of total assets at end of year2022-12-31$45,989,147
Value of total assets at beginning of year2022-12-31$50,540,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$226,004
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$75,319
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,174,856
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$2,174,856
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$4,000,000
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$4,387,706
Participant contributions at end of year2022-12-31$1,589,594
Participant contributions at beginning of year2022-12-31$1,083,495
Participant contributions at end of year2022-12-31$133,065
Participant contributions at beginning of year2022-12-31$133,684
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$650,828
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-4,551,282
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,989,147
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$50,540,429
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$126,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$42,682,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,664,629
Interest on participant loans2022-12-31$54,393
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$20,926
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,430,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,497,876
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,767,260
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$2,050,471
Employer contributions (assets) at end of year2022-12-31$153,465
Employer contributions (assets) at beginning of year2022-12-31$160,745
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,878,747
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$99,880
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LUDWIG KLEWER & RUDNER PLLC
Accountancy firm EIN2022-12-31364538293
2021 : PIONEER TITLE AGENCY, INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,944,895
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,815,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,597,563
Expenses. Certain deemed distributions of participant loans2021-12-31$2,291
Value of total corrective distributions2021-12-31$13,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,629,230
Value of total assets at end of year2021-12-31$50,246,000
Value of total assets at beginning of year2021-12-31$41,116,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$201,421
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$57,623
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,266,546
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$3,266,546
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,109,534
Participant contributions at end of year2021-12-31$1,083,495
Participant contributions at beginning of year2021-12-31$945,981
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$149,631
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$522,026
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$119,391
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$9,129,789
Value of net assets at end of year (total assets less liabilities)2021-12-31$50,246,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,116,211
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$121,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,664,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,883,223
Interest on participant loans2021-12-31$40,557
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$17,066
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,497,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,017,985
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,991,496
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,997,670
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,597,563
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$80,094
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LUDWIG KLEWER & RUDNER PLLC
Accountancy firm EIN2021-12-31364538293
2020 : PIONEER TITLE AGENCY, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,688,468
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,745,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,648,779
Expenses. Certain deemed distributions of participant loans2020-12-31$2,900
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,359,632
Value of total assets at end of year2020-12-31$41,116,211
Value of total assets at beginning of year2020-12-31$31,172,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$93,419
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$58,676
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,377,059
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$2,377,059
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,268,282
Participant contributions at end of year2020-12-31$945,981
Participant contributions at beginning of year2020-12-31$880,770
Participant contributions at end of year2020-12-31$119,391
Participant contributions at beginning of year2020-12-31$92,684
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$411,780
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$9,943,370
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,116,211
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,172,841
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$64,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,883,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$30,158,937
Interest on participant loans2020-12-31$47,159
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$11,517
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,017,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,893,101
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,679,570
Employer contributions (assets) at end of year2020-12-31$149,631
Employer contributions (assets) at beginning of year2020-12-31$40,450
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,648,779
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$28,678
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LUDWIG KLEWER & RUDNER PLLC
Accountancy firm EIN2020-12-31364538293
2019 : PIONEER TITLE AGENCY, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,763,618
Total income from all sources (including contributions)2019-12-31$8,763,618
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,339,703
Total of all expenses incurred2019-12-31$1,339,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,277,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,277,555
Value of total corrective distributions2019-12-31$48,948
Value of total corrective distributions2019-12-31$48,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,826,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,826,749
Value of total assets at end of year2019-12-31$31,172,841
Value of total assets at beginning of year2019-12-31$23,748,926
Value of total assets at beginning of year2019-12-31$23,748,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,200
Total interest from all sources2019-12-31$40,987
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$500,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,465,483
Participant contributions at end of year2019-12-31$880,770
Participant contributions at beginning of year2019-12-31$945,337
Participant contributions at beginning of year2019-12-31$945,337
Participant contributions at end of year2019-12-31$92,684
Participant contributions at end of year2019-12-31$92,684
Participant contributions at beginning of year2019-12-31$60,670
Participant contributions at beginning of year2019-12-31$60,670
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$382,743
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$382,743
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$7,423,915
Value of net income/loss2019-12-31$7,423,915
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,172,841
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,748,926
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,748,926
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 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$30,158,937
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,158,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,707,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,707,030
Interest on participant loans2019-12-31$40,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,895,882
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
Contributions received in cash from employer2019-12-31$978,523
Contributions received in cash from employer2019-12-31$978,523
Employer contributions (assets) at end of year2019-12-31$40,450
Employer contributions (assets) at beginning of year2019-12-31$35,889
Employer contributions (assets) at beginning of year2019-12-31$35,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,277,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,277,555
Contract administrator fees2019-12-31$13,200
Contract administrator fees2019-12-31$13,200
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
Accountancy firm name2019-12-31LUDWIG KLEWER & RUDNER PLLC
Accountancy firm name2019-12-31LUDWIG KLEWER & RUDNER PLLC
Accountancy firm EIN2019-12-31364538293
2018 : PIONEER TITLE AGENCY, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,965,224
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$804,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$764,338
Value of total corrective distributions2018-12-31$15,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,085,101
Value of total assets at end of year2018-12-31$23,748,926
Value of total assets at beginning of year2018-12-31$21,588,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,871
Total interest from all sources2018-12-31$31,996
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,017,817
Participant contributions at end of year2018-12-31$945,337
Participant contributions at beginning of year2018-12-31$648,333
Participant contributions at end of year2018-12-31$60,670
Participant contributions at beginning of year2018-12-31$58,440
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,015,039
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$2,160,877
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,748,926
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,588,049
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
Investment advisory and management fees2018-12-31$5,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,707,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,861,026
Interest on participant loans2018-12-31$31,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,151,873
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,052,245
Employer contributions (assets) at end of year2018-12-31$35,889
Employer contributions (assets) at beginning of year2018-12-31$20,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$764,338
Contract administrator fees2018-12-31$19,071
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LUDWIG KLEWER & RUDNER PLLC
Accountancy firm EIN2018-12-31364538293
2017 : PIONEER TITLE AGENCY, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,270,160
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$484,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$456,925
Value of total corrective distributions2017-12-31$11,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,248,042
Value of total assets at end of year2017-12-31$21,588,049
Value of total assets at beginning of year2017-12-31$16,801,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,898
Total interest from all sources2017-12-31$22,759
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,623,736
Participant contributions at end of year2017-12-31$648,333
Participant contributions at beginning of year2017-12-31$669,964
Participant contributions at end of year2017-12-31$58,440
Participant contributions at beginning of year2017-12-31$56,260
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$66,065
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$4,786,050
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,588,049
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,801,999
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$5,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,861,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,058,667
Income. Interest from loans (other than to participants)2017-12-31$22,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,999,359
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$558,241
Employer contributions (assets) at end of year2017-12-31$20,250
Employer contributions (assets) at beginning of year2017-12-31$17,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$456,925
Contract administrator fees2017-12-31$10,705
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LUDWIG KLEWER & CO PLLC
Accountancy firm EIN2017-12-31364538293
2016 : PIONEER TITLE AGENCY, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,329,057
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,115,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,078,291
Value of total corrective distributions2016-12-31$13,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,248,880
Value of total assets at end of year2016-12-31$16,801,999
Value of total assets at beginning of year2016-12-31$14,588,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,905
Total interest from all sources2016-12-31$20,045
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$568,193
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$568,193
Administrative expenses professional fees incurred2016-12-31$14,594
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,287,990
Participant contributions at end of year2016-12-31$669,964
Participant contributions at beginning of year2016-12-31$636,403
Participant contributions at end of year2016-12-31$56,260
Participant contributions at beginning of year2016-12-31$42,080
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$513,027
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$2,213,657
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,801,999
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,588,342
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,058,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,892,878
Interest on participant loans2016-12-31$20,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$491,939
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
Contributions received in cash from employer2016-12-31$447,863
Employer contributions (assets) at end of year2016-12-31$17,108
Employer contributions (assets) at beginning of year2016-12-31$16,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,078,291
Contract administrator fees2016-12-31$9,311
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LUDWIG KLEWER & CO PLLC
Accountancy firm EIN2016-12-31364538293
2015 : PIONEER TITLE AGENCY, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,586,703
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$861,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$829,480
Value of total corrective distributions2015-12-31$17,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,530,331
Value of total assets at end of year2015-12-31$14,588,342
Value of total assets at beginning of year2015-12-31$13,862,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,043
Total interest from all sources2015-12-31$20,499
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$35,873
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$35,873
Administrative expenses professional fees incurred2015-12-31$4,348
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,062,746
Participant contributions at end of year2015-12-31$636,403
Participant contributions at beginning of year2015-12-31$641,600
Participant contributions at end of year2015-12-31$42,080
Participant contributions at beginning of year2015-12-31$53,845
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$100,622
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$9,695
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$725,439
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,588,342
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,862,903
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,892,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,154,212
Interest on participant loans2015-12-31$20,499
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
Contributions received in cash from employer2015-12-31$366,963
Employer contributions (assets) at end of year2015-12-31$16,981
Employer contributions (assets) at beginning of year2015-12-31$13,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$829,480
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LUDWIG KLEWER & CO PLLC
Accountancy firm EIN2015-12-31364538293
2014 : PIONEER TITLE AGENCY, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,117,485
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$490,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$460,332
Value of total corrective distributions2014-12-31$18,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,278,068
Value of total assets at end of year2014-12-31$13,862,903
Value of total assets at beginning of year2014-12-31$12,235,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,078
Total interest from all sources2014-12-31$21,150
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$818,267
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$818,267
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$917,653
Participant contributions at end of year2014-12-31$641,600
Participant contributions at beginning of year2014-12-31$603,376
Participant contributions at end of year2014-12-31$53,845
Participant contributions at beginning of year2014-12-31$61,249
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$36,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$4,228
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$1,627,022
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,862,903
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,235,881
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$13,154,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,554,234
Interest on participant loans2014-12-31$21,150
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
Contributions received in cash from employer2014-12-31$323,630
Employer contributions (assets) at end of year2014-12-31$13,246
Employer contributions (assets) at beginning of year2014-12-31$17,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$460,332
Contract administrator fees2014-12-31$7,850
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LUDWIG KLEWER & CO PLLC
Accountancy firm EIN2014-12-31364538293
2013 : PIONEER TITLE AGENCY, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
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$3,473,727
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$924,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$907,010
Value of total corrective distributions2013-12-31$4,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,521,076
Value of total assets at end of year2013-12-31$12,235,881
Value of total assets at beginning of year2013-12-31$9,686,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,645
Total interest from all sources2013-12-31$18,199
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$399,278
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$399,278
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$890,242
Participant contributions at end of year2013-12-31$603,376
Participant contributions at beginning of year2013-12-31$453,314
Participant contributions at end of year2013-12-31$61,249
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$191,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$5,415
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$2,549,417
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,235,881
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,686,464
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$11,554,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,211,913
Interest on participant loans2013-12-31$18,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,535,174
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$438,955
Employer contributions (assets) at end of year2013-12-31$17,022
Employer contributions (assets) at beginning of year2013-12-31$21,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$907,010
Contract administrator fees2013-12-31$7,230
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LUDWIG KLEWER & CO PLLC
Accountancy firm EIN2013-12-31364538293
2012 : PIONEER TITLE AGENCY, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,431
Total income from all sources (including contributions)2012-12-31$2,355,265
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$261,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$251,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,349,721
Value of total assets at end of year2012-12-31$9,686,464
Value of total assets at beginning of year2012-12-31$7,605,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,985
Total interest from all sources2012-12-31$20,325
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$201,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$201,056
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$737,065
Participant contributions at end of year2012-12-31$453,314
Participant contributions at beginning of year2012-12-31$430,774
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$34,202
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$353,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$13,431
Administrative expenses (other) incurred2012-12-31$3,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,093,961
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,686,464
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,592,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,211,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,984,457
Interest on participant loans2012-12-31$20,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$784,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$259,344
Employer contributions (assets) at end of year2012-12-31$21,237
Employer contributions (assets) at beginning of year2012-12-31$156,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$251,319
Contract administrator fees2012-12-31$6,395
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LUDWIG KLEWER & CO PLLC
Accountancy firm EIN2012-12-31364538293
2011 : PIONEER TITLE AGENCY, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$4,712
Total unrealized appreciation/depreciation of assets2011-12-31$4,712
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$888,648
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$548,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$529,561
Value of total corrective distributions2011-12-31$13,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$891,017
Value of total assets at end of year2011-12-31$7,605,934
Value of total assets at beginning of year2011-12-31$7,252,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,538
Total interest from all sources2011-12-31$20,768
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$159,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$159,882
Administrative expenses professional fees incurred2011-12-31$3,328
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$647,094
Participant contributions at end of year2011-12-31$430,774
Participant contributions at beginning of year2011-12-31$365,957
Participant contributions at end of year2011-12-31$34,202
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$87,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$13,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$340,118
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,592,503
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,252,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,984,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,755,907
Interest on participant loans2011-12-31$20,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-187,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$156,501
Employer contributions (assets) at end of year2011-12-31$156,501
Employer contributions (assets) at beginning of year2011-12-31$130,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$529,561
Contract administrator fees2011-12-31$2,210
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LUDWIG KLEWER & CO PLLC
Accountancy firm EIN2011-12-31364538293
2010 : PIONEER TITLE AGENCY, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,424,387
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$617,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$614,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$710,082
Value of total assets at end of year2010-12-31$7,252,385
Value of total assets at beginning of year2010-12-31$6,445,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,088
Total interest from all sources2010-12-31$27,895
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$534,703
Participant contributions at end of year2010-12-31$365,957
Participant contributions at beginning of year2010-12-31$389,041
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$44,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$806,810
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,252,385
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,445,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,755,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,954,074
Interest on participant loans2010-12-31$27,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$686,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$130,521
Employer contributions (assets) at end of year2010-12-31$130,521
Employer contributions (assets) at beginning of year2010-12-31$102,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$614,489
Contract administrator fees2010-12-31$3,088
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LUDWIG KLEWER & CO PLLC
Accountancy firm EIN2010-12-31364538293

Form 5500 Responses for PIONEER TITLE AGENCY, INC. 401(K) PLAN

2022: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PIONEER TITLE AGENCY, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number508290-01
Policy instance 1
Insurance contract or identification number508290-01
Number of Individuals Covered47
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number508290-01
Policy instance 1
Insurance contract or identification number508290-01
Number of Individuals Covered76
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number508290-01
Policy instance 1
Insurance contract or identification number508290-01
Number of Individuals Covered59
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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