Plan5500

J.F. Taylor, Inc. 401(K) Plan — Form 5500 plan (J.F. Taylor, 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, J.F. Taylor, Inc. 401(K) Plan is a benefit plan reported by J.F. Taylor, Inc. under EIN 52-1397047 and plan number 001. The latest loaded filing year is 2023. The filing reports 653 participants and $120,831,679 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J.F. Taylor, Inc.
EIN
52-1397047
Plan number
001
Plan type
2
Location
Great Mills, MD
Latest filing year
2023
Participants
653
End-of-year plan assets
$120,831,679

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023653H, C20240911112031NAL0003594899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,831,679
Total liabilities (EOY)
$0
Net assets (EOY)
$120,831,679
Net assets (BOY)
$101,793,018

Income & contributions

Employer contributions
$1,930,879
Participant contributions
$4,919,920
Total contributions
$7,526,576
Total income / additions
$26,715,597

Expenses & distributions

Benefits paid
$7,584,641
Administrative expenses
$92,295
Total expenses
$7,676,936
Net increase / (decrease)
$19,038,661

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$48,344$02023
Robert W Baird & Co IncorporatedINVESTMENT ADVISOR$29,651not reported in the loaded dataset2023
J F Taylor IncAUDITOR$14,300not reported in the loaded dataset2023

Related Form 5500 pages