401k Plan data: TAYLOR ANDERSON, LLP CASH BALANCE PLAN plan

TAYLOR ANDERSON, LLP CASH BALANCE PLAN 401k Plan overview

Plan Name	TAYLOR ANDERSON, LLP CASH BALANCE PLAN
Plan identification number	001

TAYLOR ANDERSON, LLP CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

TAYLOR ANDERSON, LLP has sponsored the creation of one or more 401k plans.

Company Name: TAYLOR ANDERSON, LLP

Employer identification number (EIN): 270158019

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAYLOR ANDERSON, LLP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BRENT ANDERSON 2023-10-05
001 2021-01-01 BRENT ANDERSON 2022-10-14
001 2020-01-01 KEVIN TAYLOR 2021-10-12
001 2019-01-01 KEVIN TAYLOR 2020-10-13
001 2018-01-01 KEVIN TAYLOR 2019-10-10
001 2017-01-01 KEVIN TAYLOR 2018-09-28
001 2016-01-01 KEVIN TAYLOR 2017-09-25
001 2015-01-01 KEVIN TAYLOR 2016-10-04
001 2014-01-01 KEVIN TAYLOR 2015-07-28
001 2013-01-01 KEVIN TAYLOR 2014-07-16
001 2012-01-01 KEVIN TAYLOR 2013-07-30
001 2011-01-01 KEVIN TAYLOR 2012-10-02
001 2010-01-01 MICHAEL VALENTA 2011-10-10 MICHAEL VALENTA 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BRENT ANDERSON	2023-10-05
001	2021-01-01	BRENT ANDERSON	2022-10-14
001	2020-01-01	KEVIN TAYLOR	2021-10-12
001	2019-01-01	KEVIN TAYLOR	2020-10-13
001	2018-01-01	KEVIN TAYLOR	2019-10-10
001	2017-01-01	KEVIN TAYLOR	2018-09-28
001	2016-01-01	KEVIN TAYLOR	2017-09-25
001	2015-01-01	KEVIN TAYLOR	2016-10-04
001	2014-01-01	KEVIN TAYLOR	2015-07-28
001	2013-01-01	KEVIN TAYLOR	2014-07-16
001	2012-01-01	KEVIN TAYLOR	2013-07-30
001	2011-01-01	KEVIN TAYLOR	2012-10-02
001	2010-01-01	MICHAEL VALENTA	2011-10-10	MICHAEL VALENTA	2011-10-10

Plan Statistics for TAYLOR ANDERSON, LLP CASH BALANCE PLAN

401k plan membership statisitcs for TAYLOR ANDERSON, LLP CASH BALANCE PLAN

Measure Date Value
2022: TAYLOR ANDERSON, LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 5,598,803
Acturial value of plan assets 2022-12-31 5,598,803
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 24
Fundng target for terminated vested participants 2022-12-31 51,542
Active participant vested funding target 2022-12-31 4,560,497
Number of active participants 2022-12-31 45
Total funding liabilities for active participants 2022-12-31 4,561,491
Total participant count 2022-12-31 69
Total funding target for all participants 2022-12-31 4,613,033
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 918,571
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 918,571
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 167,900
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 162,027
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 388,425
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 162,027
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: TAYLOR ANDERSON, LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 5,124,499
Acturial value of plan assets 2021-12-31 5,124,499
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 13
Fundng target for terminated vested participants 2021-12-31 49,190
Active participant vested funding target 2021-12-31 4,154,884
Number of active participants 2021-12-31 36
Total funding liabilities for active participants 2021-12-31 4,157,780
Total participant count 2021-12-31 49
Total funding target for all participants 2021-12-31 4,206,970
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 883,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 883,830
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 940,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 918,571
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 383,091
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 918,571
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: TAYLOR ANDERSON, LLP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 4,315,177
Acturial value of plan assets 2020-12-31 4,315,177
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 13
Fundng target for terminated vested participants 2020-12-31 87,526
Active participant vested funding target 2020-12-31 3,646,813
Number of active participants 2020-12-31 45
Total funding liabilities for active participants 2020-12-31 3,664,596
Total participant count 2020-12-31 58
Total funding target for all participants 2020-12-31 3,752,122
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 762,651
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 762,651
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 895,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 883,830
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 387,370
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 883,830
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: TAYLOR ANDERSON, LLP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,549,569
Acturial value of plan assets 2019-12-31 3,549,569
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 28
Fundng target for terminated vested participants 2019-12-31 240,666
Active participant vested funding target 2019-12-31 3,120,270
Number of active participants 2019-12-31 47
Total funding liabilities for active participants 2019-12-31 3,128,347
Total participant count 2019-12-31 75
Total funding target for all participants 2019-12-31 3,369,013
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 107,050
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 107,050
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 160,935
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 160,935
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 1,000,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 980,371
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 398,276
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 217,720
Additional cash requirement 2019-12-31 217,720
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 980,371
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: TAYLOR ANDERSON, LLP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,706,871
Acturial value of plan assets 2018-12-31 2,706,871
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 19
Fundng target for terminated vested participants 2018-12-31 86,547
Active participant vested funding target 2018-12-31 2,703,605
Number of active participants 2018-12-31 44
Total funding liabilities for active participants 2018-12-31 2,703,605
Total participant count 2018-12-31 63
Total funding target for all participants 2018-12-31 2,790,152
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 455,080
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 355,914
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 99,166
Present value of excess contributions 2018-12-31 287,472
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 287,472
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 107,050
Total employer contributions 2018-12-31 475,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 477,273
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 382,779
Net shortfall amortization installment of oustanding balance 2018-12-31 196,090
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 429,147
Prefunding balance elected to use to offset funding requirement 2018-12-31 112,809
Additional cash requirement 2018-12-31 316,338
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 477,273
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: TAYLOR ANDERSON, LLP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,481,764
Acturial value of plan assets 2017-12-31 2,481,764
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 15
Fundng target for terminated vested participants 2017-12-31 65,595
Active participant vested funding target 2017-12-31 2,162,485
Number of active participants 2017-12-31 38
Total funding liabilities for active participants 2017-12-31 2,195,130
Total participant count 2017-12-31 53
Total funding target for all participants 2017-12-31 2,260,725
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 414,237
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 319,764
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 94,473
Present value of excess contributions 2017-12-31 367,248
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 357,735
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 357,735
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 455,080
Total employer contributions 2017-12-31 283,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 287,472
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 324,595
Net shortfall amortization installment of oustanding balance 2017-12-31 258,274
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 374,920
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 374,920
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 287,472
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: TAYLOR ANDERSON, LLP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,941,805
Acturial value of plan assets 2016-12-31 1,941,805
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 11
Fundng target for terminated vested participants 2016-12-31 49,715
Active participant vested funding target 2016-12-31 1,664,708
Number of active participants 2016-12-31 39
Total funding liabilities for active participants 2016-12-31 1,674,862
Total participant count 2016-12-31 50
Total funding target for all participants 2016-12-31 1,724,577
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 268,772
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 268,772
Present value of excess contributions 2016-12-31 143,355
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 143,355
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 143,355
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 414,237
Total employer contributions 2016-12-31 365,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 367,248
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 299,319
Net shortfall amortization installment of oustanding balance 2016-12-31 221,946
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 339,014
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 339,014
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 367,248
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: TAYLOR ANDERSON, LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	5,598,803
Acturial value of plan assets	2022-12-31	5,598,803
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	24
Fundng target for terminated vested participants	2022-12-31	51,542
Active participant vested funding target	2022-12-31	4,560,497
Number of active participants	2022-12-31	45
Total funding liabilities for active participants	2022-12-31	4,561,491
Total participant count	2022-12-31	69
Total funding target for all participants	2022-12-31	4,613,033
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	918,571
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	918,571
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	167,900
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	162,027
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	388,425
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	162,027
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: TAYLOR ANDERSON, LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	5,124,499
Acturial value of plan assets	2021-12-31	5,124,499
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	13
Fundng target for terminated vested participants	2021-12-31	49,190
Active participant vested funding target	2021-12-31	4,154,884
Number of active participants	2021-12-31	36
Total funding liabilities for active participants	2021-12-31	4,157,780
Total participant count	2021-12-31	49
Total funding target for all participants	2021-12-31	4,206,970
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	883,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	883,830
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	940,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	918,571
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	383,091
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	918,571
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: TAYLOR ANDERSON, LLP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	4,315,177
Acturial value of plan assets	2020-12-31	4,315,177
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	13
Fundng target for terminated vested participants	2020-12-31	87,526
Active participant vested funding target	2020-12-31	3,646,813
Number of active participants	2020-12-31	45
Total funding liabilities for active participants	2020-12-31	3,664,596
Total participant count	2020-12-31	58
Total funding target for all participants	2020-12-31	3,752,122
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	762,651
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	762,651
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	895,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	883,830
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	387,370
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	883,830
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: TAYLOR ANDERSON, LLP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,549,569
Acturial value of plan assets	2019-12-31	3,549,569
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	28
Fundng target for terminated vested participants	2019-12-31	240,666
Active participant vested funding target	2019-12-31	3,120,270
Number of active participants	2019-12-31	47
Total funding liabilities for active participants	2019-12-31	3,128,347
Total participant count	2019-12-31	75
Total funding target for all participants	2019-12-31	3,369,013
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	107,050
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	107,050
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	160,935
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	160,935
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	1,000,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	980,371
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	398,276
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	217,720
Additional cash requirement	2019-12-31	217,720
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	980,371
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: TAYLOR ANDERSON, LLP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,706,871
Acturial value of plan assets	2018-12-31	2,706,871
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	19
Fundng target for terminated vested participants	2018-12-31	86,547
Active participant vested funding target	2018-12-31	2,703,605
Number of active participants	2018-12-31	44
Total funding liabilities for active participants	2018-12-31	2,703,605
Total participant count	2018-12-31	63
Total funding target for all participants	2018-12-31	2,790,152
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	455,080
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	355,914
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	99,166
Present value of excess contributions	2018-12-31	287,472
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	287,472
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	107,050
Total employer contributions	2018-12-31	475,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	477,273
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	382,779
Net shortfall amortization installment of oustanding balance	2018-12-31	196,090
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	429,147
Prefunding balance elected to use to offset funding requirement	2018-12-31	112,809
Additional cash requirement	2018-12-31	316,338
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	477,273
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: TAYLOR ANDERSON, LLP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,481,764
Acturial value of plan assets	2017-12-31	2,481,764
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	15
Fundng target for terminated vested participants	2017-12-31	65,595
Active participant vested funding target	2017-12-31	2,162,485
Number of active participants	2017-12-31	38
Total funding liabilities for active participants	2017-12-31	2,195,130
Total participant count	2017-12-31	53
Total funding target for all participants	2017-12-31	2,260,725
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	414,237
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	319,764
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	94,473
Present value of excess contributions	2017-12-31	367,248
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	357,735
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	357,735
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	455,080
Total employer contributions	2017-12-31	283,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	287,472
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	324,595
Net shortfall amortization installment of oustanding balance	2017-12-31	258,274
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	374,920
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	374,920
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	287,472
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: TAYLOR ANDERSON, LLP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,941,805
Acturial value of plan assets	2016-12-31	1,941,805
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	11
Fundng target for terminated vested participants	2016-12-31	49,715
Active participant vested funding target	2016-12-31	1,664,708
Number of active participants	2016-12-31	39
Total funding liabilities for active participants	2016-12-31	1,674,862
Total participant count	2016-12-31	50
Total funding target for all participants	2016-12-31	1,724,577
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	268,772
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	268,772
Present value of excess contributions	2016-12-31	143,355
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	143,355
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	143,355
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	414,237
Total employer contributions	2016-12-31	365,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	367,248
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	299,319
Net shortfall amortization installment of oustanding balance	2016-12-31	221,946
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	339,014
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	339,014
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	367,248
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	TAYLOR ANDERSON, LLP
Employer identification number (EIN):	270158019
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers