2023 Form 5500 filing — Taylor Made Employees Savings Retirement Program
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240720012731NAL0016107570001) for Taylor Made Employees Savings Retirement Program, reported by Taylor Made Golf Company, Inc. under EIN 33-0831814 and plan number 440. It reports 1,144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240720012731NAL0016107570001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Taylor Made Golf Company, Inc.
- EIN
- 33-0831814
- Plan number
- 440
- Location
- Carlsbad, CA
- Participants
- 1,144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $182,813,741
- Net assets (EOY)
- $182,813,741
- Employer contributions
- $3,898,012
- Participant contributions
- $7,222,413
- Total income / additions
- $39,506,831
- Benefits paid
- $6,816,782
- Administrative expenses
- $181,484
- Total expenses
- $7,004,891
- Net increase / (decrease)
- $32,501,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $89,365 | not reported in the loaded dataset |
| Global Retirement Partners LLC | NONE | $48,000 | not reported in the loaded dataset |
| Vasquez And Company Llp | NONE | $17,115 | not reported in the loaded dataset |
| Lpl Financial LLC | NONE | $11,667 | not reported in the loaded dataset |
| Pure Financial Advisors LLC | NONE | $5,962 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $324 | $0 |