· 2022–2024 · DOL EFAST2

TAYLOR BIT & RENTAL SPCL, LLC — TAYLOR BIT & RENTAL SPCL, LLC DEFINED BENEFIT PLAN, Form 5500 (2022)

Original filing (PDF)20230917234758NAL0036987040001

TAYLOR BIT & RENTAL SPCL, LLC

Form 5500-SF

FILING_RECEIVED

TAYLOR BIT & RENTAL SPCL, LLC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$906K

Net assets (EOY)

$906K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAYLOR BIT & RENTAL SPCL, LLC.

Plan sponsor

Name

TAYLOR BIT & RENTAL SPCL, LLC

EIN

45-2766947all filings

Address

P.O. BOX 548 · FRANKLIN, TX · 77856

Phone

(979) 828-5086

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-18

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

MINERAL TECHNOLOGIES INC

MINERAL TECHNOLOGIES INC 401(K) P/S PLAN

$907K · 8 participants

HITEK EQUIPMENT INC

HITEK EQUIPMENT, INC. 401(K) PLAN

$907K · 10 participants

GMC MACHINE TOOLS CORP.

GMC MACHINE TOOLS CORP. PENSION PLAN

$908K · 6 participants

ROBATECH USA, INC.

ROBATECH USA INC 401(K) PLAN

$904K · 17 participants

LUYON CORPORATION

LUYON CORPORATION PENSION PLAN

$903K · 7 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.