Taurus/Nfs 401(K) Plan — Form 5500 plan (Taurus LLC)
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, Taurus/Nfs 401(K) Plan is a benefit plan reported by Taurus LLC under EIN 30-1318581 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $12,208,884 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taurus LLC
- EIN
- 30-1318581
- Plan number
- 001
- Plan type
- 2
- Location
- Kalispell, MT
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $12,208,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241009140158NAL0031503840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,208,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,208,884
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $253,864
- Participant contributions
- $907,404
- Total contributions
- $1,188,312
- Total income / additions
- $2,904,456
Expenses & distributions
- Benefits paid
- $1,062,205
- Administrative expenses
- $27,609
- Total expenses
- $1,104,204
- Net increase / (decrease)
- $1,800,252
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $26,699 | $0 | 2023 |