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| Plan Name | FRANKLIN ABSTRACTING & TITLE AGENCY, INC. 401(K) PSP |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | NORTHWEST TITLE FAMILY OF COMPANIES, INC. |
| Employer identification number (EIN): | 310730671 |
| NAIC Classification: | 524290 |
Additional information about NORTHWEST TITLE FAMILY OF COMPANIES, INC.
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1967-05-18 |
| Company Identification Number: | 361181 |
| Legal Registered Office Address: |
5055 DIERKER ROAD - COLUMBUS United States of America (USA) 43220 |
More information about NORTHWEST TITLE FAMILY OF COMPANIES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | HAILEY DUNN | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | HAILEY DUNN | |||
| 001 | 2023-01-01 | HAILEY DUNN | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | HAILEY DUNN | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | BROOKE MUNEKATA | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | HAILEY DUNN | 2020-04-02 | ||
| 001 | 2018-01-01 | HAILEY DUNN | 2019-07-18 | ||
| 001 | 2017-01-01 | JASON NAHVI | 2018-06-21 | ||
| 001 | 2016-01-01 | JAMES SCOTT STEVENSON | 2017-05-08 | ||
| 001 | 2015-01-01 | JAMES SCOTT STEVENSON | 2016-10-13 | ||
| 001 | 2014-01-01 | JAMES SCOTT STEVENSON | 2015-09-30 | ||
| 001 | 2013-01-01 | JAMES SCOTT STEVENSON | 2014-10-15 | ||
| 001 | 2012-01-01 | JAMES SCOTT STEVENSON | 2013-07-29 | JAMES SCOTT STEVENSON | 2013-07-29 |
| 001 | 2011-01-01 | WILLIAM STEVENSON III | 2012-07-30 | WILLIAM STEVENSON III | 2012-07-30 |
| 001 | 2010-01-01 | WILLIAM STEVENSON III | 2011-10-14 | WILLIAM STEVENSON III | 2011-10-14 |
| Measure | Date | Value |
|---|---|---|
| 2023 : FRANKLIN ABSTRACTING & TITLE AGENCY, INC. 401(K) PSP 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 | $2,289,783 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $584,369 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $555,166 |
| Value of total corrective distributions | 2023-12-31 | $3,573 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,196,135 |
| Value of total assets at end of year | 2023-12-31 | $7,352,033 |
| Value of total assets at beginning of year | 2023-12-31 | $5,646,619 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $25,630 |
| Total interest from all sources | 2023-12-31 | $5,084 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $176,088 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $176,088 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| 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 | $543,931 |
| Participant contributions at end of year | 2023-12-31 | $75,951 |
| Participant contributions at beginning of year | 2023-12-31 | $86,426 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $409,823 |
| 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 | $1,705,414 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $7,352,033 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,646,619 |
| 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 |
| Investment advisory and management fees | 2023-12-31 | $17,970 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $7,017,944 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $5,302,692 |
| Interest on participant loans | 2023-12-31 | $5,084 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $258,138 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $257,501 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $905,517 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $6,959 |
| 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 | $242,381 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $555,166 |
| Contract administrator fees | 2023-12-31 | $240 |
| 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 | BRIXEY AND MEYER, INC. |
| Accountancy firm EIN | 2023-12-31 | 300132514 |
| 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 | $2,289,783 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $584,369 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $555,166 |
| Value of total corrective distributions | 2023-01-01 | $3,573 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,196,135 |
| Value of total assets at end of year | 2023-01-01 | $7,352,033 |
| Value of total assets at beginning of year | 2023-01-01 | $5,646,619 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $25,630 |
| Total interest from all sources | 2023-01-01 | $5,084 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $176,088 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $176,088 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| 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 | $543,931 |
| Participant contributions at end of year | 2023-01-01 | $75,951 |
| Participant contributions at beginning of year | 2023-01-01 | $86,426 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $409,823 |
| 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 | $1,705,414 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $7,352,033 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $5,646,619 |
| 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 |
| Investment advisory and management fees | 2023-01-01 | $17,970 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $7,017,944 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $5,302,692 |
| Interest on participant loans | 2023-01-01 | $5,084 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $258,138 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $257,501 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $905,517 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $6,959 |
| 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 | $242,381 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $555,166 |
| Contract administrator fees | 2023-01-01 | $240 |
| 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 | BRIXEY AND MEYER, INC. |
| Accountancy firm EIN | 2023-01-01 | 300132514 |
| 2022 : FRANKLIN ABSTRACTING & TITLE AGENCY, INC. 401(K) PSP 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 | $152,876 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,049,460 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,015,295 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,404,878 |
| Value of total assets at end of year | 2022-12-31 | $5,646,619 |
| Value of total assets at beginning of year | 2022-12-31 | $6,543,203 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $34,165 |
| Total interest from all sources | 2022-12-31 | $5,201 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $199,185 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $199,185 |
| Administrative expenses professional fees incurred | 2022-12-31 | $2,968 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| 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 | $713,713 |
| Participant contributions at end of year | 2022-12-31 | $86,426 |
| Participant contributions at beginning of year | 2022-12-31 | $116,514 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $292,440 |
| 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 | $-896,584 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,646,619 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,543,203 |
| 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 |
| Investment advisory and management fees | 2022-12-31 | $17,936 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,302,692 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,115,568 |
| Interest on participant loans | 2022-12-31 | $5,201 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $257,501 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $311,121 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,464,536 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $8,148 |
| 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 | $398,725 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,015,295 |
| Contract administrator fees | 2022-12-31 | $13,261 |
| 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 | BRIXEY AND MEYER, INC. |
| Accountancy firm EIN | 2022-12-31 | 300132514 |
| 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 | $152,876 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,049,460 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,015,295 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,404,878 |
| Value of total assets at end of year | 2022-01-01 | $5,646,619 |
| Value of total assets at beginning of year | 2022-01-01 | $6,543,203 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $34,165 |
| Total interest from all sources | 2022-01-01 | $5,201 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $199,185 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $199,185 |
| Administrative expenses professional fees incurred | 2022-01-01 | $2,968 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| 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 | $713,713 |
| Participant contributions at end of year | 2022-01-01 | $86,426 |
| Participant contributions at beginning of year | 2022-01-01 | $116,514 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $292,440 |
| 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 | $-896,584 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $5,646,619 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $6,543,203 |
| 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 |
| Investment advisory and management fees | 2022-01-01 | $17,936 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $5,302,692 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $6,115,568 |
| Interest on participant loans | 2022-01-01 | $5,201 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $257,501 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $311,121 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,464,536 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $8,148 |
| 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 | $398,725 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,015,295 |
| Contract administrator fees | 2022-01-01 | $13,261 |
| 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 | BRIXEY AND MEYER, INC. |
| Accountancy firm EIN | 2022-01-01 | 300132514 |
| 2021 : FRANKLIN ABSTRACTING & TITLE AGENCY, INC. 401(K) PSP 2021 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,607,942 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $166,286 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $139,133 |
| Value of total corrective distributions | 2021-12-31 | $2,863 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $857,392 |
| Value of total assets at end of year | 2021-12-31 | $6,543,203 |
| Value of total assets at beginning of year | 2021-12-31 | $5,101,547 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24,290 |
| Total interest from all sources | 2021-12-31 | $6,938 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $365,874 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $365,874 |
| Administrative expenses professional fees incurred | 2021-12-31 | $2,748 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $567,217 |
| Participant contributions at end of year | 2021-12-31 | $116,514 |
| Participant contributions at beginning of year | 2021-12-31 | $131,221 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $106,689 |
| Other income not declared elsewhere | 2021-12-31 | $799 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,441,656 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,543,203 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,101,547 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $17,497 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,115,568 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,778,580 |
| Interest on participant loans | 2021-12-31 | $6,938 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $311,121 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $191,746 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $371,641 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $5,298 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $183,486 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $139,133 |
| Contract administrator fees | 2021-12-31 | $4,045 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2021-12-31 | 341310124 |
| 2020 : FRANKLIN ABSTRACTING & TITLE AGENCY, INC. 401(K) PSP 2020 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,309,266 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $172,014 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $141,407 |
| Value of total corrective distributions | 2020-12-31 | $8,402 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $603,854 |
| Value of total assets at end of year | 2020-12-31 | $5,101,547 |
| Value of total assets at beginning of year | 2020-12-31 | $3,964,295 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $22,205 |
| Total interest from all sources | 2020-12-31 | $6,785 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $139,456 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $139,456 |
| Administrative expenses professional fees incurred | 2020-12-31 | $1,881 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $467,893 |
| Participant contributions at end of year | 2020-12-31 | $131,221 |
| Participant contributions at beginning of year | 2020-12-31 | $98,466 |
| Other income not declared elsewhere | 2020-12-31 | $565 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,137,252 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,101,547 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,964,295 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $15,762 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,778,580 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,674,735 |
| Interest on participant loans | 2020-12-31 | $6,785 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $191,746 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $191,094 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $553,942 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $4,664 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $135,961 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $141,407 |
| Contract administrator fees | 2020-12-31 | $4,562 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2020-12-31 | 341310124 |
| 2023: FRANKLIN ABSTRACTING & TITLE AGENCY, INC. 401(K) PSP 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | Yes |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: FRANKLIN ABSTRACTING & TITLE AGENCY, INC. 401(K) PSP 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | Yes |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: FRANKLIN ABSTRACTING & TITLE AGENCY, INC. 401(K) PSP 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | Yes |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: FRANKLIN ABSTRACTING & TITLE AGENCY, INC. 401(K) PSP 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
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