Taylor United, Inc. 401(K) Plan — Form 5500 plan (Taylor United, 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 United, Inc. 401(K) Plan is a benefit plan reported by Taylor United, Inc. under EIN 91-0853722 and plan number 001. The latest loaded filing year is 2023. The filing reports 622 participants and $29,069,222 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Taylor United, Inc.
EIN
91-0853722
Plan number
001
Plan type
2
Location
Shelton, WA
Latest filing year
2023
Participants
622
End-of-year plan assets
$29,069,222

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023622H, C20241015113454NAL0028208961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,069,222
Total liabilities (EOY)
$10,070
Net assets (EOY)
$29,059,152
Net assets (BOY)
$25,505,403

Income & contributions

Employer contributions
$628,987
Participant contributions
$989,463
Total contributions
$1,637,415
Total income / additions
$6,548,822

Expenses & distributions

Benefits paid
$2,917,224
Administrative expenses
$77,849
Total expenses
$2,995,073
Net increase / (decrease)
$3,553,749

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial ServicesNONE$44,712not reported in the loaded dataset2023
Nwic Dba NwpsNONE$24,140$02023
Charles Trust Schwab BankNONE$8,997$02023

Related Form 5500 pages