2023 Form 5500 filing — Taurus Holdings, Inc. 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 20241007121812NAL0007561331001) for Taurus Holdings, Inc. 401(K) Plan, reported by Taurus Holdings, Inc. under EIN 65-0056471 and plan number 001. It reports 381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007121812NAL0007561331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Taurus Holdings, Inc.
- EIN
- 65-0056471
- Plan number
- 001
- Location
- Bainbridge, GA
- Participants
- 381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,960,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,960,376
- Employer contributions
- $380,255
- Participant contributions
- $592,068
- Total income / additions
- $1,949,972
- Benefits paid
- $945,031
- Administrative expenses
- $58,443
- Total expenses
- $1,003,474
- Net increase / (decrease)
- $946,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Farmer & Betts, Inc. | CONTRACT ADMIN | $14,000 | $3,073 |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,007 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,654 | not reported in the loaded dataset |