MAVERICK TITLE OF TEXAS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MAVERICK TITLE OF TEXAS LLC 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2023 : MAVERICK TITLE OF TEXAS LLC 401 K PROFIT SHARING PLAN TRUST 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $701,444 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $330,066 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $325,028 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $436,254 |
| Value of total assets at end of year | 2023-12-31 | $1,937,767 |
| Value of total assets at beginning of year | 2023-12-31 | $1,566,389 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $5,038 |
| Total interest from all sources | 2023-12-31 | $4,166 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $241,749 |
| Participant contributions at end of year | 2023-12-31 | $59,877 |
| Participant contributions at beginning of year | 2023-12-31 | $47,045 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $371,378 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,937,767 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,566,389 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $1,781,598 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $1,443,341 |
| Interest on participant loans | 2023-12-31 | $4,166 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $96,292 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $76,003 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $261,024 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $194,505 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $325,028 |
| Contract administrator fees | 2023-12-31 | $5,038 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | GARRETY AND ASSOCIATES CPA, LLC |
| Accountancy firm EIN | 2023-12-31 | 721510008 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $701,444 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $330,066 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $325,028 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $436,254 |
| Value of total assets at end of year | 2023-01-01 | $1,937,767 |
| Value of total assets at beginning of year | 2023-01-01 | $1,566,389 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $5,038 |
| Total interest from all sources | 2023-01-01 | $4,166 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $241,749 |
| Participant contributions at end of year | 2023-01-01 | $59,877 |
| Participant contributions at beginning of year | 2023-01-01 | $47,045 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $371,378 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $1,937,767 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $1,566,389 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $1,781,598 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $1,443,341 |
| Interest on participant loans | 2023-01-01 | $4,166 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $96,292 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $76,003 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $261,024 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $194,505 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $325,028 |
| Contract administrator fees | 2023-01-01 | $5,038 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | GARRETY AND ASSOCIATES CPA, LLC |
| Accountancy firm EIN | 2023-01-01 | 721510008 |
| 2022 : MAVERICK TITLE OF TEXAS LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 |
| Total income from all sources (including contributions) | 2022-12-31 | $336,950 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $139,002 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $125,264 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $10,455 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $567,558 |
| Value of total assets at end of year | 2022-12-31 | $1,566,389 |
| Value of total assets at beginning of year | 2022-12-31 | $1,368,441 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,283 |
| Total interest from all sources | 2022-12-31 | $2,507 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $313,841 |
| Participant contributions at end of year | 2022-12-31 | $47,045 |
| Participant contributions at beginning of year | 2022-12-31 | $35,792 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $197,948 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,566,389 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,368,441 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,443,341 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,273,546 |
| Interest on participant loans | 2022-12-31 | $1,774 |
| Interest earned on other investments | 2022-12-31 | $733 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $76,003 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $59,103 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-233,115 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $253,717 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $125,264 |
| Contract administrator fees | 2022-12-31 | $3,283 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | PHILLIP C. MAY PC |
| Accountancy firm EIN | 2022-12-31 | 800794417 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $336,950 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $139,002 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $125,264 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $10,455 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $567,558 |
| Value of total assets at end of year | 2022-01-01 | $1,566,389 |
| Value of total assets at beginning of year | 2022-01-01 | $1,368,441 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $3,283 |
| Total interest from all sources | 2022-01-01 | $2,507 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $313,841 |
| Participant contributions at end of year | 2022-01-01 | $47,045 |
| Participant contributions at beginning of year | 2022-01-01 | $35,792 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $197,948 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,566,389 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,368,441 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $1,443,341 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $1,273,546 |
| Interest on participant loans | 2022-01-01 | $1,774 |
| Interest earned on other investments | 2022-01-01 | $733 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $76,003 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $59,103 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-233,115 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $253,717 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $125,264 |
| Contract administrator fees | 2022-01-01 | $3,283 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | PHILLIP C. MAY PC |
| Accountancy firm EIN | 2022-01-01 | 800794417 |
