Foundation Title 401(K)Plan — Form 5500 plan (Foundation Title, LLC)
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, Foundation Title 401(K)Plan is a benefit plan reported by Foundation Title, LLC under EIN 86-1139935 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $9,915,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foundation Title, LLC
- EIN
- 86-1139935
- Plan number
- 001
- Plan type
- 2
- Location
- Woodbury, NJ
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $9,915,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241010103054NAL0019919905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,915,292
- Total liabilities (EOY)
- $80,267
- Net assets (EOY)
- $9,835,025
- Net assets (BOY)
- $8,449,782
Income & contributions
- Employer contributions
- $123,742
- Participant contributions
- $669,474
- Total contributions
- $793,216
- Total income / additions
- $2,130,183
Expenses & distributions
- Benefits paid
- $638,743
- Administrative expenses
- $0
- Total expenses
- $744,940
- Net increase / (decrease)
- $1,385,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pks Financial Services Inc | BROKER/ADVISOR | $0 | $9,494 | 2023 |
| Park Avenue Securities LLC | BROKER/ADVISOR | $0 | $9,493 | 2023 |
| Sbc Benefit Consultants, Inc. | TPA | $6,026 | $0 | 2023 |
| Loren D Stark Company | TPA | $1,520 | $4,322 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $908 | $0 | 2023 |
| Empower Annuity Ins Co | INVESTMENT MGMT | $14 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foundation Title, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Woodbury, NJ
- Pks Financial Services Inc — Schedule C compensation
- Park Avenue Securities LLC — Schedule C compensation
- Sbc Benefit Consultants, Inc. — Schedule C compensation
- Loren D Stark Company — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Annuity Ins Co — Schedule C compensation