2023 Form 5500 filing — Taurus/Nfs 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 20241009140158NAL0031503840001) for Taurus/Nfs 401(K) Plan, reported by Taurus LLC under EIN 30-1318581 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009140158NAL0031503840001
Filing year
2023
Form type
2
Plan sponsor
Taurus LLC
EIN
30-1318581
Plan number
001
Location
Kalispell, MT
Participants
142
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$12,208,884
Total liabilities (EOY)
$0
Net assets (EOY)
$12,208,884
Employer contributions
$253,864
Participant contributions
$907,404
Total income / additions
$2,904,456
Benefits paid
$1,062,205
Administrative expenses
$27,609
Total expenses
$1,104,204
Net increase / (decrease)
$1,800,252
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$26,699$0

Related Form 5500 pages