Taylor Made Sales Agency, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Taylor Made Sales Agency, Inc (EIN 20-5056277) is a plan sponsor located in Nicholasville, KY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-5056277
Location
Nicholasville, KY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,448,677
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$15,448,677

Contributions & income

Employer contributions
$109,039
Participant contributions
$235,087
Total income / additions
$2,457,639

Expenses & distributions

Benefits paid / distributions
$1,193,139
Total expenses
$1,194,912
Net increase / (decrease)
$1,262,727

Coverage

Total reported participants
140
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Taylor Made Sales Agency, Inc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Taylor Made 401(K) Profit Sharing Plan001140$15,448,6772023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Taylor Made Sales Agency, Inc
YearPlanParticipantsSchedulesFiling
2023Taylor Made 401(K) Profit Sharing Plan140H, C20240925115528NAL0019732192001

Related Form 5500 pages