Taylor & Associates Architects Employee Stock Ownership Plan — Form 5500 plan (Taylor & Associates Architects)
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 & Associates Architects Employee Stock Ownership Plan is a benefit plan reported by Taylor & Associates Architects under EIN 33-0166584 and plan number 002. The latest loaded filing year is 2023. The filing reports 145 participants and $9,653,987 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taylor & Associates Architects
- EIN
- 33-0166584
- Plan number
- 002
- Plan type
- 2
- Location
- Tustin, CA
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $9,653,987
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H | 20241015104508NAL0016168803007 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,653,987
- Net assets (EOY)
- $9,653,987
- Net assets (BOY)
- $12,235,567
Income & contributions
- Employer contributions
- $535,000
- Total contributions
- $535,000
- Total income / additions
- -$1,743,516
Expenses & distributions
- Benefits paid
- $838,024
- Administrative expenses
- $40
- Total expenses
- $838,064
- Net increase / (decrease)
- -$2,581,580
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.