2023 Form 5500 filing — Truly Title, Inc. 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 20241010164956NAL0021470721007) for Truly Title, Inc. 401(K) Plan, reported by Truly Title, Inc. under EIN 83-2214827 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.5MReported net assets$4,534,521
Participants184
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241010164956NAL0021470721007
Plan sponsor
Truly Title, Inc.
EIN
83-2214827
Plan number
001
Location
Plano, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$571.6K
Benefits paid / distributions$567.5K
Contributions
Employer$8.2K
Participant$545.3K
Full reported line items
Total assets (EOY)
$4,534,521
Total liabilities (EOY)
$0
Net assets (EOY)
$4,534,521
Employer contributions
$8,216
Participant contributions
$545,337
Total income / additions
$1,293,132
Benefits paid
$567,492
Administrative expenses
$3,780
Total expenses
$571,581
Net increase / (decrease)
$721,551

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010164956NAL0021470721007 cover?
It is the 2023 Form 5500 filing for Truly Title, Inc. 401(K) Plan, reported by Truly Title, Inc. (EIN 83-2214827).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages