Plan5500

Taylor & Syfan Consulting Engineers Incorporated — 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 & Syfan Consulting Engineers Incorporated (EIN 77-0466685) is a plan sponsor located in San Luis Obispo, CA 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
77-0466685
Location
San Luis Obispo, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Taylor & Syfan Consulting Engineers Incorporated

  • 2 loaded plans hold $5.1M in reported assets.
  • The largest, Taylor & Syfan Consulting Engineers Inc. 401(K) Plan, holds 53% of this company's reported plan assets.
  • Plans cover 77 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.1MSummed across loaded plans$5,125,308
Total reported assets$5.1M$5,137,669
Total reported participants77
Total reported liabilities$12.4K$12,361

Reported net position

Reported assets = net assets + liabilities (summed)$5.1M total assets
Net assets$5.1MLiabilities$12.4K
Contributions & income
Employer contributions$210.4K
Participant contributions$261.6K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$170.2K
Total expenses$182.6K
Net increase / (decrease)$871.2K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets53%Taylor & Syfan Consulting Engineers Inc. 401(K) Plan
Participants per plan39Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Taylor & Syfan Consulting Engineers Inc. 401(K) Plan$2.7M
    Plan #001 · 35 participants · 2023
  2. 2
    Taylor & Syfan Consulting Engineers Incorporated Employee Stock Ownership Plan$2.4M
    Plan #002 · 42 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Taylor & Syfan Consulting Engineers Incorporated. Open one for its full reported snapshot.

  1. 2023
    Taylor & Syfan Consulting Engineers Inc. 401(K) Plan35 participants · 2Sch I
    View filing →
  2. 2023
    Taylor & Syfan Consulting Engineers Incorporated Employee Stock Ownership Plan42 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Taylor & Syfan Consulting Engineers Incorporated report on Form 5500?
Taylor & Syfan Consulting Engineers Incorporated (EIN 77-0466685) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Taylor & Syfan Consulting Engineers Incorporated?
The Employer Identification Number (EIN) reported for Taylor & Syfan Consulting Engineers Incorporated is 77-0466685.
What is the latest Form 5500 filing year for Taylor & Syfan Consulting Engineers Incorporated?
The latest loaded Form 5500 filing year for Taylor & Syfan Consulting Engineers Incorporated is 2023.

Related Form 5500 pages