Taylor Made Employees Savings Retirement Program — Form 5500 plan (Taylor Made Golf Company, 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 Employees Savings Retirement Program is a benefit plan reported by Taylor Made Golf Company, Inc. under EIN 33-0831814 and plan number 440. The latest loaded filing year is 2023. The filing reports 1,144 participants and $182,813,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taylor Made Golf Company, Inc.
- EIN
- 33-0831814
- Plan number
- 440
- Plan type
- 2
- Location
- Carlsbad, CA
- Latest filing year
- 2023
- Participants
- 1,144
- End-of-year plan assets
- $182,813,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,144 | H, C | 20240720012731NAL0016107570001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $182,813,741
- Net assets (EOY)
- $182,813,741
- Net assets (BOY)
- $150,311,801
Income & contributions
- Employer contributions
- $3,898,012
- Participant contributions
- $7,222,413
- Total contributions
- $11,415,978
- Total income / additions
- $39,506,831
Expenses & distributions
- Benefits paid
- $6,816,782
- Administrative expenses
- $181,484
- Total expenses
- $7,004,891
- Net increase / (decrease)
- $32,501,940
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $89,365 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Vasquez And Company Llp | NONE | $17,115 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | NONE | $11,667 | not reported in the loaded dataset | 2023 |
| Pure Financial Advisors LLC | NONE | $5,962 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $324 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Taylor Made Golf Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carlsbad, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Vasquez And Company Llp — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Pure Financial Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation