Traylor Construction Group 401(K) Plan — Form 5500 plan (Traylor Bros., 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, Traylor Construction Group 401(K) Plan is a benefit plan reported by Traylor Bros., Inc. under EIN 35-0799154 and plan number 003. The latest loaded filing year is 2023. The filing reports 802 participants and $63,425,810 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Traylor Bros., Inc.
- EIN
- 35-0799154
- Plan number
- 003
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
- Participants
- 802
- End-of-year plan assets
- $63,425,810
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 802 | H, C | 20241015102610NAL0016141523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,425,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,425,810
- Net assets (BOY)
- $50,559,304
Income & contributions
- Employer contributions
- $2,384,836
- Participant contributions
- $4,569,099
- Total contributions
- $7,984,419
- Total income / additions
- $17,737,204
Expenses & distributions
- Benefits paid
- $4,741,809
- Administrative expenses
- $128,889
- Total expenses
- $4,870,698
- Net increase / (decrease)
- $12,866,506
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $64,258 | not reported in the loaded dataset | 2023 |
| Harding Shymanski & Company, Psc | AUDITOR | $32,724 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $31,902 | $0 | 2023 |
| Morgan Stanley | OTHER | $5 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Traylor Bros., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Evansville, IN
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Harding Shymanski & Company, Psc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley — Schedule C compensation