Mccormick Taylor, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Mccormick Taylor, Inc. (EIN 23-1683759) is a plan sponsor located in Philadelphia, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1683759
Location
Philadelphia, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$77,748,163
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$77,748,163

Contributions & income

Employer contributions
$733,850
Participant contributions
$3,468,209
Total income / additions
$16,345,764

Expenses & distributions

Benefits paid / distributions
$2,824,100
Total expenses
$2,839,062
Net increase / (decrease)
$13,506,702

Coverage

Total reported participants
910
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Mccormick Taylor, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Mccormick Taylor, Inc. 401k & Profit Sharing Plan001553$77,748,1632023
Mccormick Taylor, Inc. Welfare Benefit Plan502357not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mccormick Taylor, Inc.
YearPlanParticipantsSchedulesFiling
2023Mccormick Taylor, Inc. Welfare Benefit Plan35720240726135400NAL0015553969001
2023Mccormick Taylor, Inc. 401k & Profit Sharing Plan553H, C20241008095630NAL0008235139001

Related Form 5500 pages