Taylor-Listug, Inc. Employee Stock Ownership Plan — Form 5500 plan (Taylor-Listug, 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-Listug, Inc. Employee Stock Ownership Plan is a benefit plan reported by Taylor-Listug, Inc. under EIN 33-0008323 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,295 participants and $106,384,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taylor-Listug, Inc.
- EIN
- 33-0008323
- Plan number
- 002
- Plan type
- 2
- Location
- El Cajon, CA
- Latest filing year
- 2023
- Participants
- 1,295
- End-of-year plan assets
- $106,384,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,295 | H | 20241002182352NAL0009282353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,384,473
- Total liabilities (EOY)
- $203,860,179
- Net assets (EOY)
- -$97,475,706
- Net assets (BOY)
- -$33,760,328
Income & contributions
- Employer contributions
- $4,807,261
- Total contributions
- $4,807,261
- Total income / additions
- -$61,007,651
Expenses & distributions
- Benefits paid
- $253,203
- Administrative expenses
- $0
- Total expenses
- $2,707,727
- Net increase / (decrease)
- -$63,715,378
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.