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TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameTAYLOR COMMUNITY SAVINGS PLAN AND TRUST
Plan identification number 001

TAYLOR COMMUNITY SAVINGS PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TAYLOR COMMUNITY has sponsored the creation of one or more 401k plans.

Company Name:TAYLOR COMMUNITY
Employer identification number (EIN):020222149
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAYLOR COMMUNITY SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MARY ELLIARD
0012023-01-01
0012023-01-01MARY ELLIARD
0012022-01-01
0012022-01-01EDMUND SOUCY
0012021-01-01
0012021-01-01EDMUND SOUCY
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EDMUND SOUCY
0012016-01-01EDMUND SOUCY
0012015-01-01EDMUND SOUCY
0012014-01-01EDMUND SOUCY
0012013-01-01EDMUND SOUCY
0012012-01-01EDMUND SOUCY
0012011-01-01TIMOTHY MARTIN
0012010-01-01TIMOTHY MARTIN
0012009-01-01TIMOTHY MARTIN

Plan Statistics for TAYLOR COMMUNITY SAVINGS PLAN AND TRUST

401k plan membership statisitcs for TAYLOR COMMUNITY SAVINGS PLAN AND TRUST

Measure Date Value
2023: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01275
Total number of active participants reported on line 7a of the Form 55002023-01-01184
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0154
Total of all active and inactive participants2023-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01238
Number of participants with account balances2023-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01246
Total number of active participants reported on line 7a of the Form 55002022-01-01184
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01243
Number of participants with account balances2022-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01177
Total number of active participants reported on line 7a of the Form 55002021-01-01178
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01220
Number of participants with account balances2021-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01195
Total number of active participants reported on line 7a of the Form 55002020-01-01140
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01177
Number of participants with account balances2020-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01187
Total number of active participants reported on line 7a of the Form 55002019-01-01143
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01173
Number of participants with account balances2019-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01184
Total number of active participants reported on line 7a of the Form 55002018-01-01136
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01168
Number of participants with account balances2018-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01170
Total number of active participants reported on line 7a of the Form 55002017-01-01137
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01162
Number of participants with account balances2017-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01152
Total number of active participants reported on line 7a of the Form 55002016-01-01131
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01152
Number of participants with account balances2016-01-01125
2015: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01147
Total number of active participants reported on line 7a of the Form 55002015-01-0190
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01124
Number of participants with account balances2015-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01145
Total number of active participants reported on line 7a of the Form 55002014-01-01106
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01126
Number of participants with account balances2014-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01132
Total number of active participants reported on line 7a of the Form 55002013-01-01114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01134
Number of participants with account balances2013-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01164
Total number of active participants reported on line 7a of the Form 55002012-01-01101
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01120
Number of participants with account balances2012-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-01104
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01152
Number of participants with account balances2011-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01180
Total number of active participants reported on line 7a of the Form 55002010-01-01104
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01146
Number of participants with account balances2010-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01145
Total number of active participants reported on line 7a of the Form 55002009-01-01114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01157
Number of participants with account balances2009-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on TAYLOR COMMUNITY SAVINGS PLAN AND TRUST

Measure Date Value
2023 : TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,886,245
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$698,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$641,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,110,469
Value of total assets at end of year2023-12-31$6,095,370
Value of total assets at beginning of year2023-12-31$4,907,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$56,940
Total interest from all sources2023-12-31$7,480
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$281,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$281,090
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$652,315
Participant contributions at end of year2023-12-31$121,202
Participant contributions at beginning of year2023-12-31$112,745
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$118,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,187,926
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,095,370
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,907,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$41,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,701,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,475,510
Income. Interest from loans (other than to participants)2023-12-31$7,480
Value of interest in common/collective trusts at end of year2023-12-31$273,071
Value of interest in common/collective trusts at beginning of year2023-12-31$319,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$477,876
Net investment gain or loss from common/collective trusts2023-12-31$9,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$339,704
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$641,379
Contract administrator fees2023-12-31$14,837
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2023-12-31020327524
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,886,245
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$698,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$641,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,110,469
Value of total assets at end of year2023-01-01$6,095,370
Value of total assets at beginning of year2023-01-01$4,907,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$56,940
Total interest from all sources2023-01-01$7,480
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$281,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$281,090
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$652,315
Participant contributions at end of year2023-01-01$121,202
Participant contributions at beginning of year2023-01-01$112,745
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$118,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,187,926
Value of net assets at end of year (total assets less liabilities)2023-01-01$6,095,370
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$4,907,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$41,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$5,701,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$4,475,510
Income. Interest from loans (other than to participants)2023-01-01$7,480
Value of interest in common/collective trusts at end of year2023-01-01$273,071
Value of interest in common/collective trusts at beginning of year2023-01-01$319,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$477,876
Net investment gain or loss from common/collective trusts2023-01-01$9,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$339,704
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$641,379
Contract administrator fees2023-01-01$14,837
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2023-01-01020327524
2022 : TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$160,779
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$219,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$174,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$883,355
Value of total assets at end of year2022-12-31$4,907,444
Value of total assets at beginning of year2022-12-31$4,966,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,966
Total interest from all sources2022-12-31$4,733
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$287,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$287,095
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$576,557
Participant contributions at end of year2022-12-31$112,745
Participant contributions at beginning of year2022-12-31$98,255
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$17,529
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,102
Administrative expenses (other) incurred2022-12-31$455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-58,720
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,907,444
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,966,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$34,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,475,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,542,575
Interest on participant loans2022-12-31$4,733
Value of interest in common/collective trusts at end of year2022-12-31$319,189
Value of interest in common/collective trusts at beginning of year2022-12-31$296,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,018,761
Net investment gain or loss from common/collective trusts2022-12-31$4,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$301,696
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$11,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$174,533
Contract administrator fees2022-12-31$9,804
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2022-12-31020327524
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$160,779
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$219,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$174,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$883,355
Value of total assets at end of year2022-01-01$4,907,444
Value of total assets at beginning of year2022-01-01$4,966,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$44,966
Total interest from all sources2022-01-01$4,733
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$287,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$287,095
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$576,557
Participant contributions at end of year2022-01-01$112,745
Participant contributions at beginning of year2022-01-01$98,255
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$17,529
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$5,102
Administrative expenses (other) incurred2022-01-01$455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-58,720
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,907,444
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$4,966,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$34,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$4,475,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$4,542,575
Interest on participant loans2022-01-01$4,733
Value of interest in common/collective trusts at end of year2022-01-01$319,189
Value of interest in common/collective trusts at beginning of year2022-01-01$296,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,018,761
Net investment gain or loss from common/collective trusts2022-01-01$4,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$301,696
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$11,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$174,533
Contract administrator fees2022-01-01$9,804
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2022-01-01020327524
2021 : TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,484,776
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$434,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$377,880
Value of total corrective distributions2021-12-31$13,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$792,641
Value of total assets at end of year2021-12-31$4,966,164
Value of total assets at beginning of year2021-12-31$3,915,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,871
Total interest from all sources2021-12-31$4,426
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$411,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$411,703
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$488,805
Participant contributions at end of year2021-12-31$98,255
Participant contributions at beginning of year2021-12-31$81,006
Participant contributions at end of year2021-12-31$17,529
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$51,857
Administrative expenses (other) incurred2021-12-31$595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,050,737
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,966,164
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,915,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$33,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,542,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,615,398
Interest on participant loans2021-12-31$4,426
Value of interest in common/collective trusts at end of year2021-12-31$296,418
Value of interest in common/collective trusts at beginning of year2021-12-31$219,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$272,609
Net investment gain or loss from common/collective trusts2021-12-31$3,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$251,979
Employer contributions (assets) at end of year2021-12-31$11,387
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$377,880
Contract administrator fees2021-12-31$9,066
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2021-12-31020327524
2020 : TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,064,637
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$411,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$361,546
Expenses. Certain deemed distributions of participant loans2020-12-31$3,040
Value of total corrective distributions2020-12-31$10,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$626,930
Value of total assets at end of year2020-12-31$3,915,427
Value of total assets at beginning of year2020-12-31$3,262,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,747
Total interest from all sources2020-12-31$4,404
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$208,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$208,018
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$413,989
Participant contributions at end of year2020-12-31$81,006
Participant contributions at beginning of year2020-12-31$63,530
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,264
Administrative expenses (other) incurred2020-12-31$2,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$653,358
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,915,427
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,262,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$23,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,615,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,049,184
Interest on participant loans2020-12-31$4,404
Value of interest in common/collective trusts at end of year2020-12-31$219,023
Value of interest in common/collective trusts at beginning of year2020-12-31$149,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$222,232
Net investment gain or loss from common/collective trusts2020-12-31$3,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$209,677
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$361,546
Contract administrator fees2020-12-31$10,220
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2020-12-31020327524
2019 : TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,183,369
Total income from all sources (including contributions)2019-12-31$1,183,369
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$295,904
Total of all expenses incurred2019-12-31$295,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$240,569
Expenses. Certain deemed distributions of participant loans2019-12-31$7,685
Expenses. Certain deemed distributions of participant loans2019-12-31$7,685
Value of total corrective distributions2019-12-31$10,951
Value of total corrective distributions2019-12-31$10,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$626,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$626,496
Value of total assets at end of year2019-12-31$3,262,069
Value of total assets at end of year2019-12-31$3,262,069
Value of total assets at beginning of year2019-12-31$2,374,604
Value of total assets at beginning of year2019-12-31$2,374,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,699
Total interest from all sources2019-12-31$3,989
Total interest from all sources2019-12-31$3,989
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$125,031
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$125,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$125,031
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$125,031
Administrative expenses professional fees incurred2019-12-31$5,450
Administrative expenses professional fees incurred2019-12-31$5,450
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$352,639
Contributions received from participants2019-12-31$352,639
Participant contributions at end of year2019-12-31$63,530
Participant contributions at beginning of year2019-12-31$70,774
Participant contributions at beginning of year2019-12-31$70,774
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$87,086
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$87,086
Administrative expenses (other) incurred2019-12-31$586
Administrative expenses (other) incurred2019-12-31$586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$887,465
Value of net income/loss2019-12-31$887,465
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,262,069
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,262,069
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,374,604
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,374,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$22,367
Investment advisory and management fees2019-12-31$22,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,049,184
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,049,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,125,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,125,533
Interest on participant loans2019-12-31$3,989
Interest on participant loans2019-12-31$3,989
Value of interest in common/collective trusts at end of year2019-12-31$149,355
Value of interest in common/collective trusts at end of year2019-12-31$149,355
Value of interest in common/collective trusts at beginning of year2019-12-31$177,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$424,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$424,675
Net investment gain or loss from common/collective trusts2019-12-31$3,178
Net investment gain or loss from common/collective trusts2019-12-31$3,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$186,771
Contributions received in cash from employer2019-12-31$186,771
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,143
Employer contributions (assets) at beginning of year2019-12-31$1,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$240,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$240,569
Contract administrator fees2019-12-31$8,296
Contract administrator fees2019-12-31$8,296
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2019-12-31020327524
Accountancy firm EIN2019-12-31020327524
2018 : TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$302,913
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$100,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$61,218
Value of total corrective distributions2018-12-31$6,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$403,831
Value of total assets at end of year2018-12-31$2,374,604
Value of total assets at beginning of year2018-12-31$2,171,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,610
Total interest from all sources2018-12-31$2,812
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$154,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$154,386
Administrative expenses professional fees incurred2018-12-31$6,216
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$274,474
Participant contributions at end of year2018-12-31$70,774
Participant contributions at beginning of year2018-12-31$35,384
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$40,344
Administrative expenses (other) incurred2018-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$202,730
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,374,604
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,171,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$18,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,125,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,978,359
Interest on participant loans2018-12-31$2,812
Value of interest in common/collective trusts at end of year2018-12-31$177,154
Value of interest in common/collective trusts at beginning of year2018-12-31$158,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-260,585
Net investment gain or loss from common/collective trusts2018-12-31$2,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$89,013
Employer contributions (assets) at end of year2018-12-31$1,143
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$61,218
Contract administrator fees2018-12-31$7,785
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2018-12-31020327524
2017 : TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$605,475
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$133,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$110,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$319,090
Value of total assets at end of year2017-12-31$2,171,874
Value of total assets at beginning of year2017-12-31$1,699,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,860
Total interest from all sources2017-12-31$1,486
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$108,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$108,847
Administrative expenses professional fees incurred2017-12-31$1,130
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$244,881
Participant contributions at end of year2017-12-31$35,384
Participant contributions at beginning of year2017-12-31$33,636
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$9
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,009
Administrative expenses (other) incurred2017-12-31$325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$472,304
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,171,874
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,699,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$14,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,978,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,510,364
Interest on participant loans2017-12-31$1,486
Value of interest in common/collective trusts at end of year2017-12-31$158,131
Value of interest in common/collective trusts at beginning of year2017-12-31$129,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$174,447
Net investment gain or loss from common/collective trusts2017-12-31$1,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$50,200
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$25,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$110,311
Contract administrator fees2017-12-31$6,557
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2017-12-31020327524
2016 : TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$328,682
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$355,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$328,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$163,321
Value of total assets at end of year2016-12-31$1,699,570
Value of total assets at beginning of year2016-12-31$1,726,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,401
Total interest from all sources2016-12-31$1,456
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$64,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$64,351
Administrative expenses professional fees incurred2016-12-31$2,550
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$137,347
Participant contributions at end of year2016-12-31$33,636
Participant contributions at beginning of year2016-12-31$43,618
Participant contributions at end of year2016-12-31$9
Participant contributions at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$10,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-26,669
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,699,570
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,726,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,510,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,552,009
Interest on participant loans2016-12-31$1,456
Value of interest in common/collective trusts at end of year2016-12-31$129,587
Value of interest in common/collective trusts at beginning of year2016-12-31$130,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$98,436
Net investment gain or loss from common/collective trusts2016-12-31$1,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$25,974
Employer contributions (assets) at end of year2016-12-31$25,974
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$328,950
Contract administrator fees2016-12-31$12,990
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2016-12-31020327524
2015 : TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$137,853
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$408,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$390,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$128,027
Value of total assets at end of year2015-12-31$1,726,239
Value of total assets at beginning of year2015-12-31$1,996,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,998
Total interest from all sources2015-12-31$1,983
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$86,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$86,251
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$99,283
Participant contributions at end of year2015-12-31$43,618
Participant contributions at beginning of year2015-12-31$58,506
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,948
Administrative expenses (other) incurred2015-12-31$520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-270,430
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,726,239
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,996,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$11,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,552,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,775,943
Income. Interest from loans (other than to participants)2015-12-31$1,983
Value of interest in common/collective trusts at end of year2015-12-31$130,612
Value of interest in common/collective trusts at beginning of year2015-12-31$162,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-79,368
Net investment gain or loss from common/collective trusts2015-12-31$960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$16,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$390,285
Contract administrator fees2015-12-31$5,931
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2015-12-31020327524
2014 : TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$252,269
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$187,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$167,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$85,517
Value of total assets at end of year2014-12-31$1,996,669
Value of total assets at beginning of year2014-12-31$1,932,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,763
Total interest from all sources2014-12-31$2,540
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$94,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$94,401
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$85,517
Participant contributions at end of year2014-12-31$58,506
Participant contributions at beginning of year2014-12-31$73,636
Administrative expenses (other) incurred2014-12-31$3,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$64,411
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,996,669
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,932,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$5,496
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,775,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,651,662
Interest on participant loans2014-12-31$2,540
Value of interest in common/collective trusts at end of year2014-12-31$162,220
Value of interest in common/collective trusts at beginning of year2014-12-31$206,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$68,747
Net investment gain or loss from common/collective trusts2014-12-31$1,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$167,095
Contract administrator fees2014-12-31$11,562
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2014-12-31020327524
2013 : TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$424,586
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$172,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$154,221
Value of total corrective distributions2013-12-31$89
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$88,497
Value of total assets at end of year2013-12-31$1,932,258
Value of total assets at beginning of year2013-12-31$1,679,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,754
Total interest from all sources2013-12-31$2,511
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$86,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$86,224
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$84,065
Participant contributions at end of year2013-12-31$73,636
Participant contributions at beginning of year2013-12-31$41,463
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,432
Administrative expenses (other) incurred2013-12-31$-41
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$252,522
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,932,258
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,679,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$5,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,651,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,398,917
Interest on participant loans2013-12-31$2,511
Value of interest in common/collective trusts at end of year2013-12-31$206,960
Value of interest in common/collective trusts at beginning of year2013-12-31$239,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$245,343
Net investment gain or loss from common/collective trusts2013-12-31$2,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$154,221
Contract administrator fees2013-12-31$12,784
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2013-12-31020327524
2012 : TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$291,209
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$306,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$303,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$84,850
Value of total assets at end of year2012-12-31$1,679,736
Value of total assets at beginning of year2012-12-31$1,695,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,832
Total interest from all sources2012-12-31$1,421
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$42,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$42,411
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$84,850
Participant contributions at end of year2012-12-31$41,463
Participant contributions at beginning of year2012-12-31$58,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-15,752
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,679,736
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,695,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$3,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,398,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,636,896
Interest on participant loans2012-12-31$1,421
Value of interest in common/collective trusts at end of year2012-12-31$239,356
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$159,997
Net investment gain or loss from common/collective trusts2012-12-31$2,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$303,129
Contract administrator fees2012-12-31$599
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2012-12-31020327524
2011 : TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$82,608
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$91,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$77,642
Value of total corrective distributions2011-12-31$13,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$89,074
Value of total assets at end of year2011-12-31$1,695,488
Value of total assets at beginning of year2011-12-31$1,704,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$500
Total interest from all sources2011-12-31$2,393
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$20,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$20,444
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$89,074
Participant contributions at end of year2011-12-31$58,592
Participant contributions at beginning of year2011-12-31$57,553
Participant contributions at beginning of year2011-12-31$300
Administrative expenses (other) incurred2011-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-9,294
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,695,488
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,704,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,636,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,646,929
Interest on participant loans2011-12-31$2,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-29,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$77,642
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2011-12-31020327524
2010 : TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$317,155
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$662,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$661,727
Value of total corrective distributions2010-12-31$94
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$118,692
Value of total assets at end of year2010-12-31$1,704,782
Value of total assets at beginning of year2010-12-31$2,049,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$500
Total interest from all sources2010-12-31$2,481
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$32,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$32,227
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$118,692
Participant contributions at end of year2010-12-31$57,553
Participant contributions at beginning of year2010-12-31$46,546
Participant contributions at end of year2010-12-31$300
Administrative expenses (other) incurred2010-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-345,166
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,704,782
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,049,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,646,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,965,699
Interest on participant loans2010-12-31$2,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$163,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at beginning of year2010-12-31$37,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$661,727
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31NATHAN WECHSLER & CO., P.A.
Accountancy firm EIN2010-12-31020327524

Form 5500 Responses for TAYLOR COMMUNITY SAVINGS PLAN AND TRUST

2023: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TAYLOR COMMUNITY SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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