Retirement plan

TAYLOR CREATIVE INC 401(K) PROFIT SHARING PLAN & TRUST

Name: TAYLOR CREATIVE INC - TAYLOR CREATIVE INC 401(K) PROFIT SHARING PLAN & TRUST (2023) Form 5500
Creator: TAYLOR CREATIVE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAYLOR CREATIVE INC 401(K) PROFIT SHARING PLAN & TRUST, TAYLOR CREATIVE INC

TAYLOR CREATIVE INCEIN 01-0569452Plan #001PY 2023

1450 BROADWAY, 28TH FL - NEW YORK, NY 100186180917-613-7375taylorcreativeinc.comLinkedIn51-200 employeesevents services

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$5.3M

+37.5% from 2022

Total participants

339

-2.9% from 2022

Average account balance

$17,070

+19.5% from 2022

Annual return

20.52%

+33.64 pp from 2022

Benchmarks

See 1,071 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort1,071 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.65M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$39K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

170

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

57.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$971K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.96%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$62

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625	Recordkeeping	$6,619

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$7K

$41 / participant

Trustee / custodial$86011.6%
Contract admin$7K88.4%

% of EOY assets

0.140%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EISNERAMPER LLP
Auditor EIN: 871363769
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,070

$65,390-73.9%

$169,385-89.9%

$71,495-76.1%

Participation rate

85.0%

67.0%+18.0pp

77.2%+7.8pp

67.9%+17.1pp

Annual return

20.52%

21.31%-0.8pp

405.82%-385.3pp

28.85%-8.3pp

Employer contribution / active EE

$2,299

$2,079+10.6%

$4,012-42.7%

$2,589-11.2%

Participant deferral / active EE

$2,315

$4,367-47.0%

$6,221-62.8%

$4,291-46.0%

Admin fee / account holder

$24

$1,324-98.2%

$9,011-99.7%

$1,588-98.5%

Provider

Service type

Compensation

PAYCHEX, INC.3 years

Service code 15 · EIN 16-1124166

911 PANORAMA TRAIL S · ROCHESTER, NY 14625

Recordkeeping

$6,619

TAYLOR CREATIVE INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAYLOR CREATIVE INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion