Taylor Community Savings Plan And Trust — Form 5500 plan (Taylor Community)
Plain-English plan 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, Taylor Community Savings Plan And Trust is a benefit plan reported by Taylor Community under EIN 02-0222149 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $6,095,370 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taylor Community
- EIN
- 02-0222149
- Plan number
- 001
- Plan type
- 2
- Location
- Laconia, NH
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $6,095,370
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20241014140227NAL0013414419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,095,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,095,370
- Net assets (BOY)
- $4,907,444
Income & contributions
- Employer contributions
- $339,704
- Participant contributions
- $652,315
- Total contributions
- $1,110,469
- Total income / additions
- $1,886,245
Expenses & distributions
- Benefits paid
- $641,379
- Administrative expenses
- $56,940
- Total expenses
- $698,319
- Net increase / (decrease)
- $1,187,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Admin Services | NONE | $32,120 | $0 | 2023 |
| Bank Of New Hampshire | NONE | $24,820 | $0 | 2023 |