Taylor Guitars Saving And Retirement Plan — Form 5500 plan (Taylor-Listug, Inc. Dba Taylor Guitars)

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 Guitars Saving And Retirement Plan is a benefit plan reported by Taylor-Listug, Inc. Dba Taylor Guitars under EIN 33-0008323 and plan number 001. The latest loaded filing year is 2023. The filing reports 768 participants and $57,170,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Taylor-Listug, Inc. Dba Taylor Guitars
EIN
33-0008323
Plan number
001
Plan type
2
Location
El Cajon, CA
Latest filing year
2023
Participants
768
End-of-year plan assets
$57,170,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023768H, C20240905103351NAL0020926049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,170,254
Total liabilities (EOY)
$0
Net assets (EOY)
$57,170,254
Net assets (BOY)
$51,156,550

Income & contributions

Employer contributions
$149,325
Participant contributions
$2,298,661
Total contributions
$2,540,616
Total income / additions
$9,534,742

Expenses & distributions

Benefits paid
$3,472,553
Administrative expenses
$48,485
Total expenses
$3,521,038
Net increase / (decrease)
$6,013,704

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$48,473$02023
Charles Schwab & Co, Inc.BROKER/DEALER$12not reported in the loaded dataset2023

Related Form 5500 pages