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, Wiseman & Taylor 401(K) Retirement Savings Plan is a benefit plan reported by Taylor, Wiseman & Taylor under EIN 22-1892933 and plan number 003. The latest loaded filing year is 2023. The filing reports 175 participants and $32,304,653 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,304,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,304,653
- Net assets (BOY)
- $28,937,209
Income & contributions
- Employer contributions
- $393,487
- Participant contributions
- $896,189
- Total contributions
- $1,289,676
- Total income / additions
- $8,264,761
Expenses & distributions
- Benefits paid
- $4,891,504
- Administrative expenses
- $5,813
- Total expenses
- $4,897,317
- Net increase / (decrease)
- $3,367,444