Plan5500

Fred Taylor Company, Inc. And Subsidiaries 401(K) Plan — Form 5500 plan (Fred Taylor Company, Inc. And Subsidiaries)

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, Fred Taylor Company, Inc. And Subsidiaries 401(K) Plan is a benefit plan reported by Fred Taylor Company, Inc. And Subsidiaries under EIN 58-1300546 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $3,981,656 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fred Taylor Company, Inc. And Subsidiaries
EIN
58-1300546
Plan number
002
Plan type
2
Location
Albany, GA
Latest filing year
2023
Participants
183
End-of-year plan assets
$3,981,656

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20241014103804NAL0025939985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,981,656
Total liabilities (EOY)
$7,451
Net assets (EOY)
$3,974,205
Net assets (BOY)
$3,573,371

Income & contributions

Participant contributions
$390,347
Total contributions
$399,159
Total income / additions
$1,073,451

Expenses & distributions

Benefits paid
$641,494
Administrative expenses
$31,123
Total expenses
$672,617
Net increase / (decrease)
$400,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors LLCINVESTMENT ADVISOR$14,477not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$1,024not reported in the loaded dataset2023

Related Form 5500 pages