Taylor Team Relocation 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Taylor Team Relocation)
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 Team Relocation 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Taylor Team Relocation under EIN 73-1678292 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $2,995,107 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taylor Team Relocation
- EIN
- 73-1678292
- Plan number
- 001
- Plan type
- 2
- Location
- Stow, OH
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $2,995,107
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20250218092441NAL0002943185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,995,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,995,107
- Net assets (BOY)
- $2,458,269
Income & contributions
- Employer contributions
- $128,584
- Participant contributions
- $229,681
- Total contributions
- $358,265
- Total income / additions
- $838,721
Expenses & distributions
- Benefits paid
- $276,307
- Administrative expenses
- $25,576
- Total expenses
- $301,883
- Net increase / (decrease)
- $536,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates, Inc | ADVISOR | $19,304 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $6,216 | not reported in the loaded dataset | 2023 |