2023 Form 5500 filing — Taylor Morrison 401(K) Savings 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 20240926141336NAL0000482163001) for Taylor Morrison 401(K) Savings Plan, reported by Taylor Morrison, Inc. under EIN 58-1426890 and plan number 001. It reports 4,680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$320.5MReported net assets$320,539,697
Participants4.7K4,680
Provider compensation$114.4K2 Schedule C row(s)$114,417
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240926141336NAL0000482163001
- Plan sponsor
- Taylor Morrison, Inc.
- EIN
- 58-1426890
- Plan number
- 001
- Location
- Scottsdale, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$320.5M total assets
Net assets$320.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $320,539,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $320,539,697
- Employer contributions
- $13,234,530
- Participant contributions
- $25,595,560
- Total income / additions
- $89,070,946
- Benefits paid
- $39,262,065
- Administrative expenses
- $114,417
- Total expenses
- $39,379,657
- Net increase / (decrease)
- $49,691,289
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $93,036 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $21,381 | $0 |