Plan5500

Taylor Oil Co., Inc. 401(K) Plan — Form 5500 plan (Taylor Oil Co., 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 Oil Co., Inc. 401(K) Plan is a benefit plan reported by Taylor Oil Co., Inc. under EIN 22-1739466 and plan number 003. The latest loaded filing year is 2023. The filing reports 180 participants and $10,520,658 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Taylor Oil Co., Inc.
EIN
22-1739466
Plan number
003
Plan type
2
Location
Somerville, NJ
Latest filing year
2023
Participants
180
End-of-year plan assets
$10,520,658

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20241011124412NAL0022759697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,520,658
Total liabilities (EOY)
$0
Net assets (EOY)
$10,520,658
Net assets (BOY)
$9,822,058

Income & contributions

Participant contributions
$602,937
Total contributions
$603,453
Total income / additions
$1,966,457

Expenses & distributions

Benefits paid
$1,214,190
Administrative expenses
$28,971
Total expenses
$1,267,857
Net increase / (decrease)
$698,600

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
401k Advisors IncINVESTMENT/FINANCIAL ADVI$20,087$02023
Adp, Inc.RECORD KEEPER$8,883$02023

Related Form 5500 pages