Plan5500

J.J. Taylor Companies, Inc. Profit Sharing Retirement Plan — Form 5500 plan (J.J. Taylor Companies, Inc.)

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, J.J. Taylor Companies, Inc. Profit Sharing Retirement Plan is a benefit plan reported by J.J. Taylor Companies, Inc. under EIN 04-2234512 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,122 participants and $99,822,661 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J.J. Taylor Companies, Inc.
EIN
04-2234512
Plan number
001
Plan type
2
Location
Jupiter, FL
Latest filing year
2023
Participants
1,122
End-of-year plan assets
$99,822,661

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,122H, C20241002080313NAL0016119090001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$99,822,661
Total liabilities (EOY)
$0
Net assets (EOY)
$99,822,661
Net assets (BOY)
$90,992,523

Income & contributions

Employer contributions
$2,108,144
Participant contributions
$4,001,035
Total contributions
$6,409,725
Total income / additions
$22,183,219

Expenses & distributions

Benefits paid
$13,209,420
Administrative expenses
$143,661
Total expenses
$13,353,081
Net increase / (decrease)
$8,830,138

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$53,197not reported in the loaded dataset2023
Lpl FinancialINVESTMENT ADVISOR$53,000not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$37,464$02023

Related Form 5500 pages