Plan5500

Taylor Corporation 401(K) Plan — Form 5500 plan (Taylor Corporation)

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 Corporation 401(K) Plan is a benefit plan reported by Taylor Corporation under EIN 41-0852411 and plan number 002. The latest loaded filing year is 2023. The filing reports 10,761 participants and $845,632,141 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Taylor Corporation
EIN
41-0852411
Plan number
002
Plan type
3
Location
North Mankato, MN
Latest filing year
2023
Participants
10,761
End-of-year plan assets
$845,632,141

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,761H, C20240930082648NAL0003118947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$845,632,141
Total liabilities (EOY)
$0
Net assets (EOY)
$845,632,141
Net assets (BOY)
$736,046,499

Income & contributions

Employer contributions
$12,495,687
Participant contributions
$46,518,559
Total contributions
$65,945,876
Total income / additions
$196,853,617

Expenses & distributions

Benefits paid
$79,096,886
Administrative expenses
$525,089
Total expenses
$79,673,012
Net increase / (decrease)
$117,180,605

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$412,299not reported in the loaded dataset2023
Captrust Financial AdvisorsINVESTMENT ADVISOR$85,000not reported in the loaded dataset2023
Eide BaillyACCOUNTANT$27,790not reported in the loaded dataset2023

Related Form 5500 pages