2023 Form 5500 filing — Taylored Services, LLC 401(K) Employee 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 20241015134700NAL0028628177001) for Taylored Services, LLC 401(K) Employee Savings Plan, reported by Taylored Services, LLC under EIN 26-2393663 and plan number 001. It reports 366 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)$9.9MReported net assets$9,937,157
Participants366
Provider compensation$19.2K2 Schedule C row(s)$19,218
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015134700NAL0028628177001
Plan sponsor
Taylored Services, LLC
EIN
26-2393663
Plan number
001
Location
Ontario, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.9M total assets
Net assets$9.9MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$504.5K
Participant$999.3K
Full reported line items
Total assets (EOY)
$9,937,157
Total liabilities (EOY)
$0
Net assets (EOY)
$9,937,157
Employer contributions
$504,507
Participant contributions
$999,256
Total income / additions
$2,901,557
Benefits paid
$1,774,370
Administrative expenses
$15,618
Total expenses
$1,789,988
Net increase / (decrease)
$1,111,569
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $16.3K · Indirect $0
  2. 2
    CONTRACT ADMIN · Direct $2.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015134700NAL0028628177001 cover?
It is the 2023 Form 5500 filing for Taylored Services, LLC 401(K) Employee Savings Plan, reported by Taylored Services, LLC (EIN 26-2393663).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages