Plan5500

Taylor Devices, Inc. 401(K) Plan — Form 5500 plan (Taylor Devices, 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 Devices, Inc. 401(K) Plan is a benefit plan reported by Taylor Devices, Inc. under EIN 16-0797789 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $14,830,211 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Taylor Devices, Inc.
EIN
16-0797789
Plan number
001
Plan type
2
Location
North Tonawanda, NY
Latest filing year
2023
Participants
151
End-of-year plan assets
$14,830,211

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20240916162517NAL0003241872001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,830,211
Total liabilities (EOY)
$0
Net assets (EOY)
$14,830,211
Net assets (BOY)
$12,853,282

Income & contributions

Employer contributions
$403,782
Participant contributions
$1,197,832
Total contributions
$1,823,065
Total income / additions
$3,819,910

Expenses & distributions

Benefits paid
$1,785,447
Administrative expenses
$57,534
Total expenses
$1,842,981
Net increase / (decrease)
$1,976,929

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lawley Retirement Advisors LLCADVISOR$30,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$27,534$02023

Related Form 5500 pages