How many benefit plans does Summers Taylor, Inc. report on Form 5500?

Summers Taylor, Inc. (EIN 62-0458729) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Summers Taylor, Inc.?

The Employer Identification Number (EIN) reported for Summers Taylor, Inc. is 62-0458729.

What is the latest Form 5500 filing year for Summers Taylor, Inc.?

The latest loaded Form 5500 filing year for Summers Taylor, Inc. is 2023.

Summers Taylor, 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, Summers Taylor, Inc. (EIN 62-0458729) is a plan sponsor located in Johnson City, TN 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: 62-0458729
Location: Johnson City, TN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $14,104,703
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $14,104,703

Contributions & income

Employer contributions: $313,902
Participant contributions: $1,154,557
Total income / additions: $3,427,606

Expenses & distributions

Benefits paid / distributions: $2,735,102
Total expenses: $2,709,935
Net increase / (decrease): $717,671

Coverage

Total reported participants: 1,122
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

Summers Taylor, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Summers-Taylor, Inc 401(K) Retirement Plan	001	647	$14,104,703	2023
Summers-Taylor, Inc. Welfare Benefit Plan	502	475	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Summers Taylor, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Summers-Taylor, Inc. Welfare Benefit Plan	475	—	20240605064220NAL0010871907001
2023	Summers-Taylor, Inc 401(K) Retirement Plan	647	H, C	20241015091319NAL0029100193001