Plan5500

Taylor Metalworks, Inc. Trust — Form 5500 plan (Taylor Metalworks, Inc.)

Plain-English plan 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, Taylor Metalworks, Inc. Trust is a benefit plan reported by Taylor Metalworks, Inc. under EIN 16-0728369 and plan number 003. The latest loaded filing year is 2023. The filing reports 125 participants and $12,555,151 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Taylor Metalworks, Inc.
EIN
16-0728369
Plan number
003
Plan type
2
Location
Orchard Park, NY
Latest filing year
2023
Participants
125
End-of-year plan assets
$12,555,151

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20241007081611NAL0015805233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,555,151
Total liabilities (EOY)
$0
Net assets (EOY)
$12,555,151
Net assets (BOY)
$10,280,344

Income & contributions

Employer contributions
$155,000
Participant contributions
$418,355
Total contributions
$573,355
Total income / additions
$2,531,706

Expenses & distributions

Benefits paid
$249,619
Administrative expenses
$7,280
Total expenses
$256,899
Net increase / (decrease)
$2,274,807

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rimkus, Marciano & Associates Inc.TPA$0$5,4402023
Bonadio And Co LlpSERVICE PROVIDER$5,372$02023

Related Form 5500 pages