2023 Form 5500 filing — Northwest Title Family Of Companies, Inc. 401(K) Psp And Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918082536NAL0002438787001) for Northwest Title Family Of Companies, Inc. 401(K) Psp And Trust, reported by Northwest Title Family Of Companies, Inc. under EIN 31-0730671 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240918082536NAL0002438787001
Filing year
2023
Form type
2
Plan sponsor
Northwest Title Family Of Companies, Inc.
EIN
31-0730671
Plan number
001
Location
Columbus, OH
Participants
159
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,352,033
Total liabilities (EOY)
$0
Net assets (EOY)
$7,352,033
Employer contributions
$242,381
Participant contributions
$543,931
Total income / additions
$2,289,783
Benefits paid
$555,166
Administrative expenses
$25,630
Total expenses
$584,369
Net increase / (decrease)
$1,705,414
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Everhart AdvisorsADVISOR$17,970not reported in the loaded dataset

Related Form 5500 pages