Lighthouse Title Group 401(K) Plan — Form 5500 plan (Lighthouse Title, Inc.)

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, Lighthouse Title Group 401(K) Plan is a benefit plan reported by Lighthouse Title, Inc. under EIN 38-3596651 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $4,104,403 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.1MPlan net assets, end of year$4,104,403
Participants140Covered participants reported
Assets / participant$29.3KComputed: assets ÷ participants$29,317 (computed)
Provider compensation$23.3K1 Schedule C provider row(s)$23,277
Plan sponsor
Lighthouse Title, Inc.
EIN
38-3596651
Plan number
001
Plan type
2
Location
Holland, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20240724135433NAL0021808320001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$235.4K
Benefits paid / distributions$212.2K
Contributions
Employer$70.7K
Participant$308.1K
Full reported line items

Net assets

Total assets (EOY)
$4,104,403
Total liabilities (EOY)
$0
Net assets (EOY)
$4,104,403
Net assets (BOY)
$3,147,746

Income & contributions

Employer contributions
$70,748
Participant contributions
$308,139
Total contributions
$595,375
Total income / additions
$1,192,094

Expenses & distributions

Benefits paid
$212,160
Administrative expenses
$23,277
Total expenses
$235,437
Net increase / (decrease)
$956,657
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 19%Participant 81%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bankers Trust CompanyNONE$23,277$02023

Related Form 5500 pages