2023 Form 5500 filing — Taylor Metalworks, Inc. Trust
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 20241007081611NAL0015805233001) for Taylor Metalworks, Inc. Trust, reported by Taylor Metalworks, Inc. under EIN 16-0728369 and plan number 003. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007081611NAL0015805233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Taylor Metalworks, Inc.
- EIN
- 16-0728369
- Plan number
- 003
- Location
- Orchard Park, NY
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,555,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,555,151
- Employer contributions
- $155,000
- Participant contributions
- $418,355
- Total income / additions
- $2,531,706
- Benefits paid
- $249,619
- Administrative expenses
- $7,280
- Total expenses
- $256,899
- Net increase / (decrease)
- $2,274,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rimkus, Marciano & Associates Inc. | TPA | $0 | $5,440 |
| Bonadio And Co Llp | SERVICE PROVIDER | $5,372 | $0 |