2023 Form 5500 filing — Taylor Guitars Saving And Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240905103351NAL0020926049001) for Taylor Guitars Saving And Retirement Plan, reported by Taylor-Listug, Inc. Dba Taylor Guitars under EIN 33-0008323 and plan number 001. It reports 768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905103351NAL0020926049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Taylor-Listug, Inc. Dba Taylor Guitars
- EIN
- 33-0008323
- Plan number
- 001
- Location
- El Cajon, CA
- Participants
- 768
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,170,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,170,254
- Employer contributions
- $149,325
- Participant contributions
- $2,298,661
- Total income / additions
- $9,534,742
- Benefits paid
- $3,472,553
- Administrative expenses
- $48,485
- Total expenses
- $3,521,038
- Net increase / (decrease)
- $6,013,704
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,473 | $0 |
| Charles Schwab & Co, Inc. | BROKER/DEALER | $12 | not reported in the loaded dataset |