2023 Form 5500 filing — Ata National Title Group, LLC 401(K) Profit Sharing Plan 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 20241015093122NAL0014316179001) for Ata National Title Group, LLC 401(K) Profit Sharing Plan And Trust, reported by Ata National Title Group, LLC under EIN 61-1492166 and plan number 001. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$22.3MReported net assets$22,316,575
Participants493
Provider compensation$107K3 Schedule C row(s)$107,002
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015093122NAL0014316179001
- Plan sponsor
- Ata National Title Group, LLC
- EIN
- 61-1492166
- Plan number
- 001
- Location
- Farmington Hills, MI
- Received date
- not reported in the loaded dataset
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)$22.3M total assets
Net assets$22.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,316,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,316,575
- Employer contributions
- $233,347
- Participant contributions
- $1,500,879
- Total income / additions
- $4,996,300
- Benefits paid
- $2,110,387
- Administrative expenses
- $107,002
- Total expenses
- $2,217,389
- Net increase / (decrease)
- $2,778,911
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gregory J Schwartz Co, Inc | ADVISOR | $57,523 | not reported in the loaded dataset |
| Sentinel Benefits Group, Inc. | TPA | $41,675 | not reported in the loaded dataset |
| Fidelity Trust Company | CUSTODIAN | $7,804 | not reported in the loaded dataset |