Taylor Machine Works, Inc. Bargaining Unit 401(K) Plan — Form 5500 plan (Taylor Machine Works, 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 Machine Works, Inc. Bargaining Unit 401(K) Plan is a benefit plan reported by Taylor Machine Works, Inc. under EIN 64-0281745 and plan number 005. The latest loaded filing year is 2023. The filing reports 574 participants and $16,404,587 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Taylor Machine Works, Inc.
EIN
64-0281745
Plan number
005
Plan type
2
Location
Louisville, MS
Latest filing year
2023
Participants
574
End-of-year plan assets
$16,404,587

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023574H, C20241001113509NAL0013495010002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,404,587
Net assets (EOY)
$16,404,587
Net assets (BOY)
$13,762,128

Income & contributions

Employer contributions
$514,074
Participant contributions
$1,124,891
Total contributions
$1,638,965
Total income / additions
$3,798,313

Expenses & distributions

Benefits paid
$1,142,310
Total expenses
$1,142,310
Net increase / (decrease)
$2,656,003

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages