Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan — Form 5500 plan (Taylor & Martin Enterprises, 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 & Martin Enterprises, Inc. Employee Stock Ownership Plan is a benefit plan reported by Taylor & Martin Enterprises, Inc. under EIN 62-1236695 and plan number 002. The latest loaded filing year is 2023. The filing reports 85 participants and $217,903,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taylor & Martin Enterprises, Inc.
- EIN
- 62-1236695
- Plan number
- 002
- Plan type
- 2
- Location
- Fremont, NE
- Latest filing year
- 2023
- Participants
- 85
- End-of-year plan assets
- $217,903,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 85 | I | 20241008084042NAL0016344177001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $217,903,912
- Total liabilities (EOY)
- $20,229,098
- Net assets (EOY)
- $197,674,814
- Net assets (BOY)
- $163,614,338
Income & contributions
- Employer contributions
- $1,284,013
- Total income / additions
- $38,440,558
Expenses & distributions
- Benefits paid
- $3,609,467
- Total expenses
- $4,380,082
- Net increase / (decrease)
- $34,060,476
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.