Healthier You, Financial Wellness 401(K) Plan — Form 5500 plan (Titan Development And Investments, 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, Healthier You, Financial Wellness 401(K) Plan is a benefit plan reported by Titan Development And Investments, Inc. under EIN 41-1323542 and plan number 002. The latest loaded filing year is 2023. The filing reports 245 participants and $5,158,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Titan Development And Investments, Inc.
- EIN
- 41-1323542
- Plan number
- 002
- Plan type
- 2
- Location
- Rochester, MN
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $5,158,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20241010150913NAL0011645587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,158,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,158,825
- Net assets (BOY)
- $4,208,359
Income & contributions
- Employer contributions
- $196,243
- Participant contributions
- $351,834
- Total contributions
- $717,529
- Total income / additions
- $1,383,634
Expenses & distributions
- Benefits paid
- $386,452
- Administrative expenses
- $46,716
- Total expenses
- $433,168
- Net increase / (decrease)
- $950,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carson Capital Management LLC | INVESTMENT ADVISOR | $19,741 | not reported in the loaded dataset | 2023 |
| The Finway Group LLC | CONTRACT ADMIN | $15,453 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $8,409 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,126 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Titan Development And Investments, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Rochester, MN
- Carson Capital Management LLC — Schedule C compensation
- The Finway Group LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation