2023 Form 5500 filing — Provident Title Company 401(K) Profit Sharing Plan & 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 20240925143356NAL0005513891001) for Provident Title Company 401(K) Profit Sharing Plan & Trust, reported by Provident Title Company under EIN 95-4100304 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925143356NAL0005513891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Provident Title Company
- EIN
- 95-4100304
- Plan number
- 001
- Location
- Encino, CA
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,049,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,049,059
- Employer contributions
- $307,519
- Participant contributions
- $612,179
- Total income / additions
- $2,796,309
- Benefits paid
- $564,230
- Administrative expenses
- $48,544
- Total expenses
- $612,774
- Net increase / (decrease)
- $2,183,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gerber Kawasaki Inc Fbo Hatem Dhiab | ADVISOR | $28,562 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $19,077 | not reported in the loaded dataset |