2023 Form 5500 filing — Fred Taylor Company, Inc. And Subsidiaries 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 20241014103804NAL0025939985001) for Fred Taylor Company, Inc. And Subsidiaries 401(K) Plan, reported by Fred Taylor Company, Inc. And Subsidiaries under EIN 58-1300546 and plan number 002. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103804NAL0025939985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fred Taylor Company, Inc. And Subsidiaries
- EIN
- 58-1300546
- Plan number
- 002
- Location
- Albany, GA
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,981,656
- Total liabilities (EOY)
- $7,451
- Net assets (EOY)
- $3,974,205
- Participant contributions
- $390,347
- Total income / additions
- $1,073,451
- Benefits paid
- $641,494
- Administrative expenses
- $31,123
- Total expenses
- $672,617
- Net increase / (decrease)
- $400,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $14,477 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $1,024 | not reported in the loaded dataset |