TAYLOR & ASSOCIATES ARCHITECTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN
401k plan membership statisitcs for TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN
Measure | Date | Value |
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2022: TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 37 |
Total of all active and inactive participants | 2022-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 139 |
Number of participants with account balances | 2022-01-01 | 134 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 32 |
Total of all active and inactive participants | 2021-01-01 | 125 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 126 |
Number of participants with account balances | 2021-01-01 | 119 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 23 |
Total of all active and inactive participants | 2020-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 110 |
Number of participants with account balances | 2020-01-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 27 |
Total of all active and inactive participants | 2019-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 106 |
Number of participants with account balances | 2019-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 32 |
Total of all active and inactive participants | 2018-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 104 |
Number of participants with account balances | 2018-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 23 |
Total of all active and inactive participants | 2017-01-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 103 |
Number of participants with account balances | 2017-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 24 |
Total of all active and inactive participants | 2016-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 101 |
Number of participants with account balances | 2016-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 18 |
Total of all active and inactive participants | 2015-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 85 |
Number of participants with account balances | 2015-01-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 19 |
Total of all active and inactive participants | 2014-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 72 |
Number of participants with account balances | 2014-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 62 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
Total of all active and inactive participants | 2013-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 73 |
Number of participants with account balances | 2013-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 82 |
Number of participants with account balances | 2012-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
Total of all active and inactive participants | 2011-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 80 |
Number of participants with account balances | 2011-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 62 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 68 |
Number of participants with account balances | 2009-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-21,968 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-21,968 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $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 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-495,399 |
Total loss/gain on sale of assets | 2022-12-31 | $-8,334 |
Total of all expenses incurred | 2022-12-31 | $145,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $102,472 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,329,055 |
Value of total assets at end of year | 2022-12-31 | $9,475,704 |
Value of total assets at beginning of year | 2022-12-31 | $10,116,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $42,741 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $156 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $267,259 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $266,971 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,111,057 |
Participant contributions at end of year | 2022-12-31 | $20,149 |
Participant contributions at beginning of year | 2022-12-31 | $6,271 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $217,998 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $42,741 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-640,612 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,475,704 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,116,316 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,061,786 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $9,751,511 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $121 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $248,480 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $211,202 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $2,629 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $10,710 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $10,710 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $35 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,065,611 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $4,044 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $0 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $288 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $102,472 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $142,660 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $136,622 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $27,143 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $35,477 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ROORDA, PIQUET & BESSEE, INC. |
Accountancy firm EIN | 2022-12-31 | 330252865 |
2021 : TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $100 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $2,365,187 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,305,103 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,262,048 |
Total plan assets at end of year | 2021-12-31 | $10,116,316 |
Total plan assets at beginning of year | 2021-12-31 | $9,056,132 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $883,252 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $65,158 |
Other income received | 2021-12-31 | $1,416,777 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $1,060,084 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $10,116,316 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,056,132 |
Assets. Value of participant loans | 2021-12-31 | $6,271 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $43,055 |
2020 : TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $2,224,122 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,414,863 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,379,125 |
Total plan assets at end of year | 2020-12-31 | $9,056,132 |
Total plan assets at beginning of year | 2020-12-31 | $8,246,873 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $752,843 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $254,001 |
Other income received | 2020-12-31 | $1,217,278 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $809,259 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $9,056,132 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,246,873 |
Assets. Value of participant loans | 2020-12-31 | $24,460 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $35,738 |
2019 : TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $2,251,945 |
Expenses. Total of all expenses incurred | 2019-12-31 | $683,597 |
Benefits paid (including direct rollovers) | 2019-12-31 | $669,559 |
Total plan assets at end of year | 2019-12-31 | $8,246,873 |
Total plan assets at beginning of year | 2019-12-31 | $6,678,525 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $648,962 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $102,860 |
Other income received | 2019-12-31 | $1,500,123 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,568,348 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $8,246,873 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,678,525 |
Assets. Value of participant loans | 2019-12-31 | $31,745 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $14,038 |
2018 : TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $327,950 |
Expenses. Total of all expenses incurred | 2018-12-31 | $282,168 |
Benefits paid (including direct rollovers) | 2018-12-31 | $282,018 |
Total plan assets at end of year | 2018-12-31 | $6,678,525 |
Total plan assets at beginning of year | 2018-12-31 | $6,632,743 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $630,986 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $276,632 |
Other income received | 2018-12-31 | $-579,668 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $45,782 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,678,525 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,632,743 |
Assets. Value of participant loans | 2018-12-31 | $33,105 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $150 |
2017 : TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,736,426 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,145,662 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,144,959 |
Total plan assets at end of year | 2017-12-31 | $6,632,743 |
Total plan assets at beginning of year | 2017-12-31 | $6,041,979 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $505,817 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $302,387 |
Other income received | 2017-12-31 | $918,808 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $590,764 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,632,743 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,041,979 |
Assets. Value of participant loans | 2017-12-31 | $66,843 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $9,414 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $528 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $175 |
2016 : TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2016 401k financial data |
---|
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,099,574 |
Expenses. Total of all expenses incurred | 2016-12-31 | $46,917 |
Benefits paid (including direct rollovers) | 2016-12-31 | $46,642 |
Total plan assets at end of year | 2016-12-31 | $6,041,979 |
Total plan assets at beginning of year | 2016-12-31 | $4,989,322 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $476,699 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $286,743 |
Other income received | 2016-12-31 | $336,132 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $1,052,657 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,041,979 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,989,322 |
Assets. Value of participant loans | 2016-12-31 | $81,676 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $275 |
2015 : TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $453,067 |
Expenses. Total of all expenses incurred | 2015-12-31 | $319,985 |
Benefits paid (including direct rollovers) | 2015-12-31 | $292,499 |
Total plan assets at end of year | 2015-12-31 | $4,989,322 |
Total plan assets at beginning of year | 2015-12-31 | $4,856,240 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $372,881 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $130,280 |
Other income received | 2015-12-31 | $-50,094 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $133,082 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,989,322 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,856,240 |
Assets. Value of participant loans | 2015-12-31 | $103,657 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $26,786 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $700 |
2014 : TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $658,084 |
Expenses. Total of all expenses incurred | 2014-12-31 | $173,967 |
Benefits paid (including direct rollovers) | 2014-12-31 | $137,909 |
Total plan assets at end of year | 2014-12-31 | $4,856,240 |
Total plan assets at beginning of year | 2014-12-31 | $4,372,123 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $265,301 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $181,604 |
Other income received | 2014-12-31 | $211,179 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $484,117 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,856,240 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,372,123 |
Assets. Value of participant loans | 2014-12-31 | $4,106 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $36,008 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $50 |
2013 : TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,007,929 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,179,899 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,163,240 |
Total plan assets at end of year | 2013-12-31 | $4,372,123 |
Total plan assets at beginning of year | 2013-12-31 | $4,544,093 |
Value of fidelity bond covering the plan | 2013-12-31 | $455,082 |
Total contributions received or receivable from participants | 2013-12-31 | $290,919 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $671 |
Other income received | 2013-12-31 | $716,339 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $-171,970 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,372,123 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,544,093 |
Assets. Value of participant loans | 2013-12-31 | $11,425 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $16,193 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $466 |
2012 : TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $1,122,865 |
Expenses. Total of all expenses incurred | 2012-12-31 | $223,553 |
Benefits paid (including direct rollovers) | 2012-12-31 | $211,513 |
Total plan assets at end of year | 2012-12-31 | $4,544,093 |
Total plan assets at beginning of year | 2012-12-31 | $3,644,781 |
Value of fidelity bond covering the plan | 2012-12-31 | $455,082 |
Total contributions received or receivable from participants | 2012-12-31 | $321,041 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $293,380 |
Other income received | 2012-12-31 | $508,444 |
Net income (gross income less expenses) | 2012-12-31 | $899,312 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,544,093 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,644,781 |
Assets. Value of participant loans | 2012-12-31 | $5,468 |
Value of corrective distributions | 2012-12-31 | $11,984 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $56 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $203,988 |
Expenses. Total of all expenses incurred | 2011-12-31 | $31,843 |
Benefits paid (including direct rollovers) | 2011-12-31 | $18,468 |
Total plan assets at end of year | 2011-12-31 | $3,644,781 |
Total plan assets at beginning of year | 2011-12-31 | $3,472,636 |
Value of fidelity bond covering the plan | 2011-12-31 | $438,300 |
Total contributions received or receivable from participants | 2011-12-31 | $306,500 |
Other income received | 2011-12-31 | $-102,512 |
Net income (gross income less expenses) | 2011-12-31 | $172,145 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,644,781 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,472,636 |
Assets. Value of participant loans | 2011-12-31 | $8,250 |
Value of corrective distributions | 2011-12-31 | $13,366 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $793,175 |
Expenses. Total of all expenses incurred | 2010-12-31 | $80,464 |
Benefits paid (including direct rollovers) | 2010-12-31 | $80,086 |
Total plan assets at end of year | 2010-12-31 | $3,472,636 |
Total plan assets at beginning of year | 2010-12-31 | $2,759,925 |
Value of fidelity bond covering the plan | 2010-12-31 | $380,000 |
Total contributions received or receivable from participants | 2010-12-31 | $346,539 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $11,221 |
Other income received | 2010-12-31 | $435,415 |
Net income (gross income less expenses) | 2010-12-31 | $712,711 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,472,636 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,759,925 |
Assets. Value of participant loans | 2010-12-31 | $11,119 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $378 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |