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TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 401k Plan overview

Plan NameTITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN
Plan identification number 001

TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

TITUS WEALTH MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:TITUS WEALTH MANAGEMENT, INC.
Employer identification number (EIN):942949997
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ERIC AANES2023-08-16
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ERIC AANES
0012013-01-01ERIC AANES
0012012-01-01ERIC AANES2013-07-17
0012011-01-01ERIC M. AANES2012-08-03
0012010-01-01RONALD OCONNELL2011-05-19

Plan Statistics for TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN

401k plan membership statisitcs for TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN

Measure Date Value
2018: TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN

Measure Date Value
2018 : TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$11,719
Expenses. Total of all expenses incurred2018-12-31$60
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$355,279
Total plan assets at beginning of year2018-12-31$343,620
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$24,500
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-12,781
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$11,659
Net plan assets at end of year (total assets less liabilities)2018-12-31$355,279
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$343,620
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$60
2017 : TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$74,056
Expenses. Total of all expenses incurred2017-12-31$134,291
Benefits paid (including direct rollovers)2017-12-31$134,231
Total plan assets at end of year2017-12-31$343,620
Total plan assets at beginning of year2017-12-31$403,855
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$23,700
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$50,356
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-60,235
Net plan assets at end of year (total assets less liabilities)2017-12-31$343,620
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$403,855
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$45,095
Expenses. Total of all expenses incurred2016-12-31$37,590
Benefits paid (including direct rollovers)2016-12-31$37,500
Total plan assets at end of year2016-12-31$403,855
Total plan assets at beginning of year2016-12-31$396,350
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$21,635
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$23,460
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$7,505
Net plan assets at end of year (total assets less liabilities)2016-12-31$403,855
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$396,350
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$90
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$18,818
Expenses. Total of all expenses incurred2015-12-31$16,099
Benefits paid (including direct rollovers)2015-12-31$14,549
Total plan assets at end of year2015-12-31$396,350
Total plan assets at beginning of year2015-12-31$393,631
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$20,715
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$4,322
Other income received2015-12-31$-6,219
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$2,719
Net plan assets at end of year (total assets less liabilities)2015-12-31$396,350
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$393,631
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$32,738
Expenses. Total of all expenses incurred2014-12-31$90
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$393,631
Total plan assets at beginning of year2014-12-31$360,983
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$18,080
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$14,658
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$32,648
Net plan assets at end of year (total assets less liabilities)2014-12-31$393,631
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$360,983
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$90
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$56,177
Expenses. Total of all expenses incurred2013-12-31$60
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$360,983
Total plan assets at beginning of year2013-12-31$304,866
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$15,420
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$40,757
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$56,117
Net plan assets at end of year (total assets less liabilities)2013-12-31$360,983
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$304,866
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN

2018: TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 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: TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TITUS WEALTH MANAGEMENT, INC. SALARY DEFERRAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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