T.C.T. 401(K) Profit Sharing Plan — Form 5500 plan (Thurston County Title Company)
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, T.C.T. 401(K) Profit Sharing Plan is a benefit plan reported by Thurston County Title Company under EIN 91-0867867 and plan number 333. The latest loaded filing year is 2023. The filing reports 373 participants and $9,761,326 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thurston County Title Company
- EIN
- 91-0867867
- Plan number
- 333
- Plan type
- 3
- Location
- Olympia, WA
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $9,761,326
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20240802115355NAL0037880144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,761,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,761,326
- Net assets (BOY)
- $9,122,376
Income & contributions
- Employer contributions
- $201,663
- Participant contributions
- $618,462
- Total contributions
- $846,540
- Total income / additions
- $2,217,881
Expenses & distributions
- Benefits paid
- $1,478,183
- Administrative expenses
- $100,748
- Total expenses
- $1,578,931
- Net increase / (decrease)
- $638,950
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kiley Juergens Wealth Management | NONE | $31,771 | $0 | 2023 |
| Moss Adams Llp | NONE | $30,450 | $0 | 2023 |
| Definiti LLC | THIRD PARTY ADMINISTRATOR | $23,457 | $0 | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $22,622 | $0 | 2023 |
| State Farm Fire & Casulty | NONE | $162 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thurston County Title Company
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Olympia, WA
- Kiley Juergens Wealth Management — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- State Farm Fire & Casulty — Schedule C compensation