2023 Form 5500 filing — Taylor Machine Works, Inc. Bargaining Unit 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 20241001113509NAL0013495010002) for Taylor Machine Works, Inc. Bargaining Unit 401(K) Plan, reported by Taylor Machine Works, Inc. under EIN 64-0281745 and plan number 005. It reports 574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001113509NAL0013495010002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Taylor Machine Works, Inc.
- EIN
- 64-0281745
- Plan number
- 005
- Location
- Louisville, MS
- Participants
- 574
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,404,587
- Net assets (EOY)
- $16,404,587
- Employer contributions
- $514,074
- Participant contributions
- $1,124,891
- Total income / additions
- $3,798,313
- Benefits paid
- $1,142,310
- Total expenses
- $1,142,310
- Net increase / (decrease)
- $2,656,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |