How many benefit plans does Titletown Wealth Management Ll report on Form 5500?

Titletown Wealth Management Ll (EIN 82-2660061) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Titletown Wealth Management Ll?

The Employer Identification Number (EIN) reported for Titletown Wealth Management Ll is 82-2660061.

What is the latest Form 5500 filing year for Titletown Wealth Management Ll?

The latest loaded Form 5500 filing year for Titletown Wealth Management Ll is 2023.

Titletown Wealth Management Ll — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Titletown Wealth Management Ll (EIN 82-2660061) is a plan sponsor located in Green Bay, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 82-2660061
Location: Green Bay, WI
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Titletown Wealth Management Ll

1 loaded plans hold $139K in reported assets.
The largest, Titletown Wealth Management Ll 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
Plans cover 2 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$139KSummed across loaded plans$138,993

Total reported assets$139K$138,993

Total reported participants2

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$139K total assets

Net assets$139KLiabilities$0

Contributions & income

Employer contributions$25K

Participant contributions$25K

Total income / additions$61K

Expenses & distributions

Benefits paid / distributions$0

Total expenses$692

Net increase / (decrease)$60.3K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Titletown Wealth Management Ll 401(K) Profit Sharing Plan & Trust

Participants per plan2Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Titletown Wealth Management Ll 401(K) Profit Sharing Plan & Trust$139K
Plan #001 · 2 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Titletown Wealth Management Ll. Open one for its full reported snapshot.

2023
Titletown Wealth Management Ll 401(K) Profit Sharing Plan & Trust2 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Titletown Wealth Management Ll report on Form 5500?: Titletown Wealth Management Ll (EIN 82-2660061) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Titletown Wealth Management Ll?: The Employer Identification Number (EIN) reported for Titletown Wealth Management Ll is 82-2660061.
What is the latest Form 5500 filing year for Titletown Wealth Management Ll?: The latest loaded Form 5500 filing year for Titletown Wealth Management Ll is 2023.