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FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameFIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST
Plan identification number 001

FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

FIRST AMERICAN TITLE COMPANY OF NAPA has sponsored the creation of one or more 401k plans.

Company Name:FIRST AMERICAN TITLE COMPANY OF NAPA
Employer identification number (EIN):941557580
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about FIRST AMERICAN TITLE COMPANY OF NAPA

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1963-08-01
Company Identification Number: C0455224
Legal Registered Office Address: 1700 Second Street, Suite 120

Napa
United States of America (USA)
94559

More information about FIRST AMERICAN TITLE COMPANY OF NAPA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01JONNY KARPUK2021-05-17
0012019-01-01JONNY KARPUK2020-04-29
0012018-01-01JONNY KARPUK2019-09-24
0012017-01-01JONNY KARPUK2018-10-08
0012016-01-01MITCHELL GLOTZER2017-10-04 MITCHELL GLOTZER2017-10-04
0012015-01-01MITCHELL GLOTZER MITCHELL GLOTZER2016-10-17
0012014-01-01
0012014-01-01
0012014-01-01
0012013-01-01
0012012-01-01MITCHELL GLOTZER MITCHELL GLOTZER2014-12-08
0012011-01-01MITCHELL GLOTZER MITCHELL GLOTZER2012-10-11
0012010-01-01ANDREA SCHRADER ANDREA SCHRADER2012-10-10
0012009-01-01ANDREA SCHRADER ANDREA SCHRADER2010-07-12

Financial Data on FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST

Measure Date Value
2025 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-090
Total liabilities as of the end of the plan year2025-09-090
Total liabilities as of the beginning of the plan year2025-09-090
Total expenses incurred by plan in this plan year2025-09-09423382
Net assets as of the end of the plan year2025-09-091332450
Total assets as of the beginning of the plan year2025-09-091513545
Value of plan covered by a fidelity bond2025-09-09175000
Participant contributions to plan in this plan year2025-09-0970265
Value of participant loans at end of plan year2025-09-0983929
Other expenses paid from plan in this plan year2025-09-090
Other contributions to plan in this plan year2025-09-090
Other income to plan in this plan year2025-09-09172022
Plan net income in this plan year2025-09-09-181095
Net assets as of the end of the plan year2025-09-091332450
Net assets as of the beginning of the plan year2025-09-091513545
Employer contributions to plan in this plan year2025-09-090
Fees paid to broker by Benefit Provider2025-09-096679
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0917519
2024 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-010
Total liabilities as of the end of the plan year2024-10-010
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-01109635
Net assets as of the end of the plan year2024-10-011513545
Total assets as of the beginning of the plan year2024-10-011322324
Participant contributions to plan in this plan year2024-10-0192029
Value of participant loans at end of plan year2024-10-0192241
Other expenses paid from plan in this plan year2024-10-010
Other contributions to plan in this plan year2024-10-010
Other income to plan in this plan year2024-10-01208682
Plan net income in this plan year2024-10-01191221
Net assets as of the end of the plan year2024-10-011513545
Net assets as of the beginning of the plan year2024-10-011322324
Value of contributions failed to transmitted timely2024-10-014138
Employer contributions to plan in this plan year2024-10-01145
Fees paid to broker by Benefit Provider2024-10-012397
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0112870
2022 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-230
Total liabilities as of the beginning of the plan year2022-06-230
Total expenses incurred by plan in this plan year2022-06-23430132
Net assets as of the end of the plan year2022-06-231529130
Total assets as of the beginning of the plan year2022-06-231636907
Participant contributions to plan in this plan year2022-06-23133976
Value of participant loans at end of plan year2022-06-2347400
Other expenses paid from plan in this plan year2022-06-230
Other contributions to plan in this plan year2022-06-230
Other income to plan in this plan year2022-06-23144794
Plan net income in this plan year2022-06-23-107777
Net assets as of the end of the plan year2022-06-231529130
Net assets as of the beginning of the plan year2022-06-231636907
Employer contributions to plan in this plan year2022-06-2343585
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-232279
2015 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$230,810
Expenses. Total of all expenses incurred2015-12-31$228,694
Benefits paid (including direct rollovers)2015-12-31$227,516
Total plan assets at end of year2015-12-31$3,304,170
Total plan assets at beginning of year2015-12-31$3,302,054
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$164,446
Contributions received from other sources (not participants or employers)2015-12-31$86,148
Other income received2015-12-31$-19,784
Net income (gross income less expenses)2015-12-31$2,116
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,304,170
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,302,054
Assets. Value of participant loans2015-12-31$15,373
Assets. Value of real-estate (other than employer real property)2015-12-31$1,409,710
Total contributions received or receivable from employer(s)2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,178
2014 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$181,900
Expenses. Total of all expenses incurred2014-12-31$132,247
Benefits paid (including direct rollovers)2014-12-31$121,169
Total plan assets at end of year2014-12-31$3,302,054
Total plan assets at beginning of year2014-12-31$3,252,401
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$103,253
Other income received2014-12-31$78,647
Net income (gross income less expenses)2014-12-31$49,653
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,302,054
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,252,401
Assets. Value of participant loans2014-12-31$55,587
Assets. Value of real-estate (other than employer real property)2014-12-31$1,428,502
Total contributions received or receivable from employer(s)2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$11,078
2013 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$278,176
Expenses. Total of all expenses incurred2013-12-31$127,440
Benefits paid (including direct rollovers)2013-12-31$127,440
Total plan assets at end of year2013-12-31$3,227,587
Total plan assets at beginning of year2013-12-31$3,076,851
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$101,259
Other income received2013-12-31$176,917
Net income (gross income less expenses)2013-12-31$150,736
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,227,587
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,076,851
Assets. Value of participant loans2013-12-31$94,402
Assets. Value of real-estate (other than employer real property)2013-12-31$1,501,269
Total contributions received or receivable from employer(s)2013-12-31$0
2012 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$186,599
Expenses. Total of all expenses incurred2012-12-31$230,570
Benefits paid (including direct rollovers)2012-12-31$230,570
Total plan assets at end of year2012-12-31$3,057,014
Total plan assets at beginning of year2012-12-31$3,100,985
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$85,212
Other income received2012-12-31$101,387
Net income (gross income less expenses)2012-12-31$-43,971
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,057,014
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,100,985
Assets. Value of participant loans2012-12-31$95,476
Assets. Value of real-estate (other than employer real property)2012-12-31$1,601,096
Total contributions received or receivable from employer(s)2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$132,734
Expenses. Total of all expenses incurred2011-12-31$1,989,645
Benefits paid (including direct rollovers)2011-12-31$1,989,645
Total plan assets at end of year2011-12-31$3,100,985
Total plan assets at beginning of year2011-12-31$4,957,896
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$71,450
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$61,284
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-1,856,911
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,100,985
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,957,896
Assets. Value of participant loans2011-12-31$57,844
Assets. Value of real-estate (other than employer real property)2011-12-31$1,806,771
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$406,873
Expenses. Total of all expenses incurred2010-12-31$173,440
Benefits paid (including direct rollovers)2010-12-31$173,440
Total plan assets at end of year2010-12-31$4,957,896
Total plan assets at beginning of year2010-12-31$4,724,463
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$82,684
Other income received2010-12-31$324,189
Net income (gross income less expenses)2010-12-31$233,433
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,957,896
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,724,463
Assets. Value of participant loans2010-12-31$59,712
Assets. Value of real-estate (other than employer real property)2010-12-31$3,307,402
Total contributions received or receivable from employer(s)2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST

2015: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 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: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341432
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341432
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341432
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341432
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341432
Policy instance 1

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