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FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN 401k Plan overview

Plan NameFIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN
Plan identification number 001

FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN has sponsored the creation of one or more 401k plans.

Company Name:FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN
Employer identification number (EIN):391631487
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DINA BELL2024-01-24
0012023-01-01DINA BELL2024-01-24
0012022-01-01DINA BELL2023-02-22
0012021-01-01DINA BELL2022-07-20
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01DINA BELL2017-07-27
0012015-01-01DINA BELL2016-06-22
0012014-01-01KAREN KROENING2015-03-12
0012013-01-01KAREN KROENING2014-02-12
0012012-01-01PREPARER ON BEHALF OF ADMINISTRATOR
0012011-01-01PREPARER ON BEHALF OF ADMINISTRATOR
0012009-01-01KAREN KROENING

Plan Statistics for FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN

401k plan membership statisitcs for FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN

Measure Date Value
2012: FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0117
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0123
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0123
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN

Measure Date Value
2012 : FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$193,992
Total plan assets at end of year2012-12-31$911,792
Total plan assets at beginning of year2012-12-31$717,800
Total contributions received or receivable from participants2012-12-31$54,707
Other income received2012-12-31$131,460
Net income (gross income less expenses)2012-12-31$193,992
Net plan assets at end of year (total assets less liabilities)2012-12-31$911,792
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$717,800
Total contributions received or receivable from employer(s)2012-12-31$7,825
2011 : FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$25,217
Expenses. Total of all expenses incurred2011-12-31$293,263
Benefits paid (including direct rollovers)2011-12-31$293,263
Total plan assets at end of year2011-12-31$717,800
Total plan assets at beginning of year2011-12-31$985,846
Total contributions received or receivable from participants2011-12-31$59,336
Other income received2011-12-31$-44,953
Net income (gross income less expenses)2011-12-31$-268,046
Net plan assets at end of year (total assets less liabilities)2011-12-31$717,800
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$985,846
Total contributions received or receivable from employer(s)2011-12-31$10,834
2010 : FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$201,352
Expenses. Total of all expenses incurred2010-12-31$17,808
Benefits paid (including direct rollovers)2010-12-31$17,808
Total plan assets at end of year2010-12-31$985,846
Total plan assets at beginning of year2010-12-31$802,302
Total contributions received or receivable from participants2010-12-31$50,722
Other income received2010-12-31$141,559
Net income (gross income less expenses)2010-12-31$183,544
Net plan assets at end of year (total assets less liabilities)2010-12-31$985,846
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$802,302
Total contributions received or receivable from employer(s)2010-12-31$9,071

Form 5500 Responses for FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN

2012: FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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