Taylor Enterprises Inc. 401(K) Plan — Form 5500 plan (Taylor Enterprises 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, Taylor Enterprises Inc. 401(K) Plan is a benefit plan reported by Taylor Enterprises Inc. under EIN 20-5203874 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $6,069,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taylor Enterprises Inc.
- EIN
- 20-5203874
- Plan number
- 001
- Plan type
- 2
- Location
- Spartanburg, SC
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $6,069,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20241015114247NAL0049082336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,069,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,069,678
- Net assets (BOY)
- $5,250,876
Income & contributions
- Employer contributions
- $415,287
- Participant contributions
- $576,645
- Total contributions
- $1,009,411
- Total income / additions
- $1,905,708
Expenses & distributions
- Benefits paid
- $1,044,386
- Administrative expenses
- $37,257
- Total expenses
- $1,086,906
- Net increase / (decrease)
- $818,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,388 | $0 | 2023 |
| First Citizens Bank And Trust Compa | INVESTMENT ADVISOR | $15,679 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,190 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Taylor Enterprises Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Spartanburg, SC
- Empower Annuity Insurance Company O — Schedule C compensation
- First Citizens Bank And Trust Compa — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation