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HARTUNG TITLE AGENCY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHARTUNG TITLE AGENCY 401(K) PROFIT SHARING PLAN
Plan identification number 001

HARTUNG TITLE AGENCY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name:HARTUNG TITLE AGENCY, INC.
Employer identification number (EIN):341601048
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARTUNG TITLE AGENCY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01ANTHONY WARREN2023-08-22
0012021-06-01ANTHONY WARREN2022-06-29
0012020-06-01EDWARD HARTUNG2021-12-15 EDWARD HARTUNG2021-12-15
0012019-06-01
0012018-06-01
0012017-06-01
0012016-06-01
0012015-06-01
0012014-06-01
0012013-06-01EDWARD E. HARTUNG2014-12-15
0012012-06-01EDWARD E. HARTUNG2014-12-08
0012011-06-01EDWARD E. HARTUNG2013-01-07
0012010-06-01EDWARD E. HARTUNG2011-10-06

Financial Data on HARTUNG TITLE AGENCY 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : HARTUNG TITLE AGENCY 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-20248375
Net assets as of the end of the plan year2025-08-202955065
Total assets as of the beginning of the plan year2025-08-202972359
Value of plan covered by a fidelity bond2025-08-20500000
Participant contributions to plan in this plan year2025-08-2086490
Other income to plan in this plan year2025-08-20144591
Plan net income in this plan year2025-08-20-17294
Net assets as of the end of the plan year2025-08-202955065
Net assets as of the beginning of the plan year2025-08-202972359
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-20235
Total expenses incurred by plan in this plan year2025-01-28563101
Net assets as of the end of the plan year2025-01-282972359
Total assets as of the beginning of the plan year2025-01-282996641
Value of plan covered by a fidelity bond2025-01-28500000
Participant contributions to plan in this plan year2025-01-2882547
Other income to plan in this plan year2025-01-28456272
Plan net income in this plan year2025-01-28-24282
Net assets as of the end of the plan year2025-01-282972359
Net assets as of the beginning of the plan year2025-01-282996641
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-281495
2022 : HARTUNG TITLE AGENCY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-29168550
Net assets as of the end of the plan year2022-06-292898784
Total assets as of the beginning of the plan year2022-06-293177482
Value of plan covered by a fidelity bond2022-06-29500000
Participant contributions to plan in this plan year2022-06-29109905
Other income to plan in this plan year2022-06-29-220053
Plan net income in this plan year2022-06-29-278698
Net assets as of the end of the plan year2022-06-292898784
Net assets as of the beginning of the plan year2022-06-293177482
2021 : HARTUNG TITLE AGENCY 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-05-31$886,644
Expenses. Total of all expenses incurred2021-05-31$3,584
Benefits paid (including direct rollovers)2021-05-31$14
Total plan assets at end of year2021-05-31$3,177,482
Total plan assets at beginning of year2021-05-31$2,294,422
Total contributions received or receivable from participants2021-05-31$95,638
Expenses. Other expenses not covered elsewhere2021-05-31$3,570
Other income received2021-05-31$791,006
Net income (gross income less expenses)2021-05-31$883,060
Net plan assets at end of year (total assets less liabilities)2021-05-31$3,177,482
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$2,294,422

Form 5500 Responses for HARTUNG TITLE AGENCY 401(K) PROFIT SHARING PLAN

2020: HARTUNG TITLE AGENCY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number915268
Policy instance 1

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