2023 Form 5500 filing — D. C. Taylor Co. Savings 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 20241014174639NAL0013706051001) for D. C. Taylor Co. Savings Plan, reported by D. C. Taylor Co. under EIN 42-0839633 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).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.8MReported net assets$10,779,822

Participants142

Provider compensation$20K4 Schedule C row(s)$19,957

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014174639NAL0013706051001
Plan sponsor: D. C. Taylor Co.
EIN: 42-0839633
Plan number: 001
Location: Cedar Rapids, IA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.8M total assets

Net assets$10.8MLiabilities$0

Money in vs. money out

Total income / additions$2.3M

Total expenses$977.1K

Benefits paid / distributions$957.9K

Contributions

Employer$86.8K

Participant$661.4K

Full reported line items

Total assets (EOY): $10,779,822
Total liabilities (EOY): $0
Net assets (EOY): $10,779,822
Employer contributions: $86,754
Participant contributions: $661,385
Total income / additions: $2,324,473
Benefits paid: $957,871
Administrative expenses: $19,247
Total expenses: $977,118
Net increase / (decrease): $1,347,355

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$19.2K
CONTRACT ADMINISTRATOR · Direct $19.2K · Indirect $0
2
Principal Securities Inc$711
OTHER SERVICES · Direct $0 · Indirect $711
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014174639NAL0013706051001 cover?: It is the 2023 Form 5500 filing for D. C. Taylor Co. Savings Plan, reported by D. C. Taylor Co. (EIN 42-0839633).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).