Taylor Made 401(K) Profit Sharing Plan — Form 5500 plan (Taylor Made Sales Agency, 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 Made 401(K) Profit Sharing Plan is a benefit plan reported by Taylor Made Sales Agency, Inc under EIN 20-5056277 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $15,448,677 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Taylor Made Sales Agency, Inc
EIN
20-5056277
Plan number
001
Plan type
2
Location
Nicholasville, KY
Latest filing year
2023
Participants
140
End-of-year plan assets
$15,448,677

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20240925115528NAL0019732192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,448,677
Total liabilities (EOY)
$0
Net assets (EOY)
$15,448,677
Net assets (BOY)
$14,185,950

Income & contributions

Employer contributions
$109,039
Participant contributions
$235,087
Total contributions
$344,126
Total income / additions
$2,457,639

Expenses & distributions

Benefits paid
$1,193,139
Administrative expenses
$1,773
Total expenses
$1,194,912
Net increase / (decrease)
$1,262,727

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trinity Pension Consultants Inc.TPA$0$7,4662023

Related Form 5500 pages