Plan5500

The Taylor Group, Inc. 401(K) Plan — Form 5500 plan (The Taylor Group, 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, The Taylor Group, Inc. 401(K) Plan is a benefit plan reported by The Taylor Group, Inc. under EIN 64-0808284 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,202 participants and $101,927,837 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Taylor Group, Inc.
EIN
64-0808284
Plan number
001
Plan type
3
Location
Louisville, MS
Latest filing year
2023
Participants
1,202
End-of-year plan assets
$101,927,837

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,202H, C20240930102928NAL0005569185003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$101,927,837
Total liabilities (EOY)
$0
Net assets (EOY)
$101,927,837
Net assets (BOY)
$82,047,549

Income & contributions

Employer contributions
$3,218,188
Participant contributions
$7,208,093
Total contributions
$10,889,520
Total income / additions
$23,762,634

Expenses & distributions

Benefits paid
$3,892,557
Total expenses
$3,895,890
Net increase / (decrease)
$19,866,744

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages