2023 Form 5500 filing — Traylor Construction Group 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 20241015102610NAL0016141523001) for Traylor Construction Group 401(K) Plan, reported by Traylor Bros., Inc. under EIN 35-0799154 and plan number 003. It reports 802 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102610NAL0016141523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Traylor Bros., Inc.
- EIN
- 35-0799154
- Plan number
- 003
- Location
- Evansville, IN
- Participants
- 802
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,425,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,425,810
- Employer contributions
- $2,384,836
- Participant contributions
- $4,569,099
- Total income / additions
- $17,737,204
- Benefits paid
- $4,741,809
- Administrative expenses
- $128,889
- Total expenses
- $4,870,698
- Net increase / (decrease)
- $12,866,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $64,258 | not reported in the loaded dataset |
| Harding Shymanski & Company, Psc | AUDITOR | $32,724 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $31,902 | $0 |
| Morgan Stanley | OTHER | $5 | not reported in the loaded dataset |