2023 Form 5500 filing — Taylor Corporation 401(K) Plan
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 20240930082648NAL0003118947001) for Taylor Corporation 401(K) Plan, reported by Taylor Corporation under EIN 41-0852411 and plan number 002. It reports 10,761 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930082648NAL0003118947001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Taylor Corporation
- EIN
- 41-0852411
- Plan number
- 002
- Location
- North Mankato, MN
- Participants
- 10,761
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $845,632,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $845,632,141
- Employer contributions
- $12,495,687
- Participant contributions
- $46,518,559
- Total income / additions
- $196,853,617
- Benefits paid
- $79,096,886
- Administrative expenses
- $525,089
- Total expenses
- $79,673,012
- Net increase / (decrease)
- $117,180,605
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $412,299 | not reported in the loaded dataset |
| Captrust Financial Advisors | INVESTMENT ADVISOR | $85,000 | not reported in the loaded dataset |
| Eide Bailly | ACCOUNTANT | $27,790 | not reported in the loaded dataset |