2023 Form 5500 filing — Taylor Community Savings Plan And Trust

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 20241014140227NAL0013414419001) for Taylor Community Savings Plan And Trust, reported by Taylor Community under EIN 02-0222149 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014140227NAL0013414419001
Filing year
2023
Form type
2
Plan sponsor
Taylor Community
EIN
02-0222149
Plan number
001
Location
Laconia, NH
Participants
275
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,095,370
Total liabilities (EOY)
$0
Net assets (EOY)
$6,095,370
Employer contributions
$339,704
Participant contributions
$652,315
Total income / additions
$1,886,245
Benefits paid
$641,379
Administrative expenses
$56,940
Total expenses
$698,319
Net increase / (decrease)
$1,187,926
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Benefit Plans Admin ServicesNONE$32,120$0
Bank Of New HampshireNONE$24,820$0

Related Form 5500 pages