Taylor Morrison 401(K) Savings Plan — Form 5500 plan (Taylor Morrison, 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 Morrison 401(K) Savings Plan is a benefit plan reported by Taylor Morrison, Inc. under EIN 58-1426890 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,680 participants and $320,539,697 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Taylor Morrison, Inc.
EIN
58-1426890
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
4,680
End-of-year plan assets
$320,539,697

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,680H, C20240926141336NAL0000482163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$320,539,697
Total liabilities (EOY)
$0
Net assets (EOY)
$320,539,697
Net assets (BOY)
$270,848,408

Income & contributions

Employer contributions
$13,234,530
Participant contributions
$25,595,560
Total contributions
$41,449,091
Total income / additions
$89,070,946

Expenses & distributions

Benefits paid
$39,262,065
Administrative expenses
$114,417
Total expenses
$39,379,657
Net increase / (decrease)
$49,691,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$93,036not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$21,381$02023

Related Form 5500 pages