Original filing (PDF)20240428224520NAL0011227825001

TAYLOR BIT & RENTAL SPCL, LLC

Name: TAYLOR BIT & RENTAL SPCL, LLC — TAYLOR BIT & RENTAL SPCL, LLC 401(K) PLAN, Form 5500 (2023)
Creator: TAYLOR BIT & RENTAL SPCL, LLC

Form 5500-SF

FILING_RECEIVED

TAYLOR BIT & RENTAL SPCL, LLC 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$268K

Net assets (EOY)

$268K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

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

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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