Plain-English plan 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, Surety Title Company 401(K) Retirement Plan is a benefit plan reported by Surety Title Company, LLC under EIN 22-3154895 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $10,000,395 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,000,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,000,395
- Net assets (BOY)
- $8,880,391
Income & contributions
- Employer contributions
- $160,330
- Participant contributions
- $755,256
- Total contributions
- $958,535
- Total income / additions
- $2,409,861
Expenses & distributions
- Benefits paid
- $1,204,934
- Administrative expenses
- $73,563
- Total expenses
- $1,289,857
- Net increase / (decrease)
- $1,120,004