2023 Form 5500 filing — The Taylor Group, Inc. 401(K) 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 20240930102928NAL0005569185003) for The Taylor Group, Inc. 401(K) Plan, reported by The Taylor Group, Inc. under EIN 64-0808284 and plan number 001. It reports 1,202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930102928NAL0005569185003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Taylor Group, Inc.
- EIN
- 64-0808284
- Plan number
- 001
- Location
- Louisville, MS
- Participants
- 1,202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,927,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,927,837
- Employer contributions
- $3,218,188
- Participant contributions
- $7,208,093
- Total income / additions
- $23,762,634
- Benefits paid
- $3,892,557
- Total expenses
- $3,895,890
- Net increase / (decrease)
- $19,866,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |