2023 Form 5500 filing — Foundation Title 401(K)Plan
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 20241010103054NAL0019919905001) for Foundation Title 401(K)Plan, reported by Foundation Title, LLC under EIN 86-1139935 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010103054NAL0019919905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foundation Title, LLC
- EIN
- 86-1139935
- Plan number
- 001
- Location
- Woodbury, NJ
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,915,292
- Total liabilities (EOY)
- $80,267
- Net assets (EOY)
- $9,835,025
- Employer contributions
- $123,742
- Participant contributions
- $669,474
- Total income / additions
- $2,130,183
- Benefits paid
- $638,743
- Administrative expenses
- $0
- Total expenses
- $744,940
- Net increase / (decrease)
- $1,385,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pks Financial Services Inc | BROKER/ADVISOR | $0 | $9,494 |
| Park Avenue Securities LLC | BROKER/ADVISOR | $0 | $9,493 |
| Sbc Benefit Consultants, Inc. | TPA | $6,026 | $0 |
| Loren D Stark Company | TPA | $1,520 | $4,322 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $908 | $0 |
| Empower Annuity Ins Co | INVESTMENT MGMT | $14 | not reported in the loaded dataset |