Taylor Bruce Associates, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Taylor Bruce Associates, 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 Bruce Associates, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Taylor Bruce Associates, Inc. under EIN 36-4086912 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,285,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taylor Bruce Associates, Inc.
- EIN
- 36-4086912
- Plan number
- 001
- Plan type
- 2
- Location
- River Forest, IL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,285,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240401123303NAL0016961522001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,285,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,285,518
- Net assets (BOY)
- $1,124,512
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $161,006
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $161,006
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.