Taylor Team Relocation 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Taylor Team Relocation)
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 Team Relocation 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Taylor Team Relocation under EIN 73-1678292 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $2,995,107 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3MPlan net assets, end of year$2,995,107
Participants190Covered participants reported
Assets / participant$15.8KComputed: assets ÷ participants$15,764 (computed)
Provider compensation$25.5K2 Schedule C provider row(s)$25,520
- Plan sponsor
- Taylor Team Relocation
- EIN
- 73-1678292
- Plan number
- 001
- Plan type
- 2
- Location
- Stow, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20250218092441NAL0002943185001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3M total assets
Net assets$3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,995,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,995,107
- Net assets (BOY)
- $2,458,269
Income & contributions
- Employer contributions
- $128,584
- Participant contributions
- $229,681
- Total contributions
- $358,265
- Total income / additions
- $838,721
Expenses & distributions
- Benefits paid
- $276,307
- Administrative expenses
- $25,576
- Total expenses
- $301,883
- Net increase / (decrease)
- $536,838
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates, Inc | ADVISOR | $19,304 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $6,216 | not reported in the loaded dataset | 2023 |