2023 Form 5500 filing — Taylor & Associates Architects Employee Stock Ownership 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 20241015104508NAL0016168803007) for Taylor & Associates Architects Employee Stock Ownership Plan, reported by Taylor & Associates Architects under EIN 33-0166584 and plan number 002. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015104508NAL0016168803007
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Taylor & Associates Architects
- EIN
- 33-0166584
- Plan number
- 002
- Location
- Tustin, CA
- Participants
- 145
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,653,987
- Net assets (EOY)
- $9,653,987
- Employer contributions
- $535,000
- Total income / additions
- -$1,743,516
- Benefits paid
- $838,024
- Administrative expenses
- $40
- Total expenses
- $838,064
- Net increase / (decrease)
- -$2,581,580
- Schedule source
- Schedule H