2023 Form 5500 filing — Taylor Team Relocation 401(K) Profit Sharing Plan & 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 20250218092441NAL0002943185001) for Taylor Team Relocation 401(K) Profit Sharing Plan & Trust, reported by Taylor Team Relocation under EIN 73-1678292 and plan number 001. It reports 190 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)$3MReported net assets$2,995,107
Participants190
Provider compensation$25.5K2 Schedule C row(s)$25,520
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250218092441NAL0002943185001
- Plan sponsor
- Taylor Team Relocation
- EIN
- 73-1678292
- Plan number
- 001
- Location
- Stow, OH
- 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)$3M total assets
Net assets$3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,995,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,995,107
- Employer contributions
- $128,584
- Participant contributions
- $229,681
- Total income / additions
- $838,721
- Benefits paid
- $276,307
- Administrative expenses
- $25,576
- Total expenses
- $301,883
- Net increase / (decrease)
- $536,838
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates, Inc | ADVISOR | $19,304 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $6,216 | not reported in the loaded dataset |