?>
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 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
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 |
---|---|---|
2022: FRANKLIN ABSTRACTING & TITLE AGENCY, INC. 401(K) PSP 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 184 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 135 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 23 |
Total of all active and inactive participants | 2022-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 158 |
Number of participants with account balances | 2022-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 23 |
2021: FRANKLIN ABSTRACTING & TITLE AGENCY, INC. 401(K) PSP 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 163 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 20 |
Total of all active and inactive participants | 2021-01-01 | 184 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 184 |
Number of participants with account balances | 2021-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 14 |
2020: FRANKLIN ABSTRACTING & TITLE AGENCY, INC. 401(K) PSP 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 14 |
Total of all active and inactive participants | 2020-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 158 |
Number of participants with account balances | 2020-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 4 |
Measure | Date | Value |
---|---|---|
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 |
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 |
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 |