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TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameTAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

TAYLOR & ASSOCIATES ARCHITECTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:TAYLOR & ASSOCIATES ARCHITECTS, INC.
Employer identification number (EIN):330166584
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01GARY DAVIDSON
0022016-01-01GARY DAVIDSON
0022015-01-01GARY DAVIDSON
0022014-01-01D.RANDY REGIER
0022013-01-01D.RANDY REGIER
0022012-01-01D.RANDY REGIER
0022011-01-01D.RANDY REGIER
0022010-01-01D.RANDY REGIER D.RANDY REGIER2011-10-13
0022009-01-01 D. RANDY REGIER2010-10-13
0022009-01-01D.RANDY REGIER D. RANDY REGIER2010-10-13

Plan Statistics for TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01133
Total number of active participants reported on line 7a of the Form 55002022-01-0182
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01127
Number of participants with account balances2022-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01117
Total number of active participants reported on line 7a of the Form 55002021-01-0170
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01116
Number of participants with account balances2021-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01113
Total number of active participants reported on line 7a of the Form 55002020-01-0168
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01112
Number of participants with account balances2020-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01114
Total number of active participants reported on line 7a of the Form 55002019-01-0164
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01110
Number of participants with account balances2019-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0193
Total number of active participants reported on line 7a of the Form 55002018-01-0152
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0196
Number of participants with account balances2018-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0193
Total number of active participants reported on line 7a of the Form 55002017-01-0154
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0193
Number of participants with account balances2017-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0175
Total number of active participants reported on line 7a of the Form 55002016-01-0146
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0184
Number of participants with account balances2016-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0180
Total number of active participants reported on line 7a of the Form 55002015-01-0144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0174
Number of participants with account balances2015-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0171
Total number of active participants reported on line 7a of the Form 55002014-01-0142
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0169
Number of participants with account balances2014-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0173
Total number of active participants reported on line 7a of the Form 55002013-01-0151
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0169
Number of participants with account balances2013-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0160
Total number of active participants reported on line 7a of the Form 55002012-01-0150
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0164
Number of participants with account balances2012-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0162
Total number of active participants reported on line 7a of the Form 55002011-01-0151
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0160
Number of participants with account balances2011-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0162
Total number of active participants reported on line 7a of the Form 55002010-01-0151
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0162
Number of participants with account balances2010-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0156
Total number of active participants reported on line 7a of the Form 55002009-01-0152
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0162
Number of participants with account balances2009-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-119,000
Total unrealized appreciation/depreciation of assets2022-12-31$-119,000
Total income from all sources (including contributions)2022-12-31$731,038
Total of all expenses incurred2022-12-31$699,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$699,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$850,000
Value of total assets at end of year2022-12-31$12,235,567
Value of total assets at beginning of year2022-12-31$12,204,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$40
Total interest from all sources2022-12-31$38
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Administrative expenses (other) incurred2022-12-31$40
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$31,075
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,235,567
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,204,492
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$32,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$32,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$38
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
Assets. Invements in employer securities at end of year2022-12-31$11,928,000
Assets. Invements in employer securities at beginning of year2022-12-31$12,047,000
Contributions received in cash from employer2022-12-31$850,000
Employer contributions (assets) at end of year2022-12-31$300,000
Employer contributions (assets) at beginning of year2022-12-31$125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$699,923
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 name2022-12-31ROORDA, PIQUET & BESSEE, INC.
Accountancy firm EIN2022-12-31330252865
2021 : TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources2021-12-31$2,792,043
Expenses. Total of all expenses incurred2021-12-31$713,346
Benefits paid (including direct rollovers)2021-12-31$713,306
Total plan assets at end of year2021-12-31$12,204,492
Total plan assets at beginning of year2021-12-31$10,125,795
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$40
Other income received2021-12-31$2,067,043
Net income (gross income less expenses)2021-12-31$2,078,697
Net plan assets at end of year (total assets less liabilities)2021-12-31$12,204,492
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,125,795
Assets. Value of employer securities2021-12-31$12,047,000
Total contributions received or receivable from employer(s)2021-12-31$725,000
2020 : TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$50,267
Total income from all sources2020-12-31$4,278,882
Expenses. Total of all expenses incurred2020-12-31$649,379
Benefits paid (including direct rollovers)2020-12-31$646,713
Total plan assets at end of year2020-12-31$10,125,795
Total plan assets at beginning of year2020-12-31$6,546,559
Value of fidelity bond covering the plan2020-12-31$550,000
Expenses. Other expenses not covered elsewhere2020-12-31$2,666
Other income received2020-12-31$3,629,149
Net income (gross income less expenses)2020-12-31$3,629,503
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,125,795
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,496,292
Assets. Value of employer securities2020-12-31$9,980,000
Total contributions received or receivable from employer(s)2020-12-31$649,733
2019 : TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$50,267
Total plan liabilities at beginning of year2019-12-31$100,452
Total income from all sources2019-12-31$2,397,567
Expenses. Total of all expenses incurred2019-12-31$572,267
Benefits paid (including direct rollovers)2019-12-31$565,974
Total plan assets at end of year2019-12-31$6,546,559
Total plan assets at beginning of year2019-12-31$4,771,444
Value of fidelity bond covering the plan2019-12-31$550,000
Expenses. Other expenses not covered elsewhere2019-12-31$6,293
Other income received2019-12-31$1,947,300
Net income (gross income less expenses)2019-12-31$1,825,300
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,496,292
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,670,992
Assets. Value of employer securities2019-12-31$6,351,000
Total contributions received or receivable from employer(s)2019-12-31$450,267
2018 : TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$100,452
Total plan liabilities at beginning of year2018-12-31$150,586
Total income from all sources2018-12-31$-429,586
Expenses. Total of all expenses incurred2018-12-31$616,278
Benefits paid (including direct rollovers)2018-12-31$608,214
Total plan assets at end of year2018-12-31$4,771,444
Total plan assets at beginning of year2018-12-31$5,867,442
Value of fidelity bond covering the plan2018-12-31$550,000
Expenses. Other expenses not covered elsewhere2018-12-31$8,064
Other income received2018-12-31$-879,586
Net income (gross income less expenses)2018-12-31$-1,045,864
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,670,992
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,716,856
Assets. Value of employer securities2018-12-31$4,404,000
Total contributions received or receivable from employer(s)2018-12-31$450,000
2017 : TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$150,586
Total plan liabilities at beginning of year2017-12-31$200,740
Total income from all sources2017-12-31$1,545,675
Expenses. Total of all expenses incurred2017-12-31$591,007
Benefits paid (including direct rollovers)2017-12-31$581,702
Total plan assets at end of year2017-12-31$5,867,442
Total plan assets at beginning of year2017-12-31$4,962,928
Value of fidelity bond covering the plan2017-12-31$550,000
Expenses. Other expenses not covered elsewhere2017-12-31$9,305
Other income received2017-12-31$1,145,675
Net income (gross income less expenses)2017-12-31$954,668
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,716,856
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,762,188
Assets. Value of employer securities2017-12-31$5,284,000
Total contributions received or receivable from employer(s)2017-12-31$400,000
2016 : TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$200,740
Total plan liabilities at beginning of year2016-12-31$782,037
Total income from all sources2016-12-31$957,938
Expenses. Total of all expenses incurred2016-12-31$198,372
Benefits paid (including direct rollovers)2016-12-31$169,702
Total plan assets at end of year2016-12-31$4,962,928
Total plan assets at beginning of year2016-12-31$4,784,659
Value of fidelity bond covering the plan2016-12-31$550,000
Expenses. Other expenses not covered elsewhere2016-12-31$28,670
Other income received2016-12-31$-340,842
Net income (gross income less expenses)2016-12-31$759,566
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,762,188
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,002,622
Assets. Value of employer securities2016-12-31$4,139,000
Total contributions received or receivable from employer(s)2016-12-31$1,298,780
2015 : TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$782,037
Total plan liabilities at beginning of year2015-12-31$897,500
Total income from all sources2015-12-31$1,158,048
Expenses. Total of all expenses incurred2015-12-31$153,935
Benefits paid (including direct rollovers)2015-12-31$111,143
Total plan assets at end of year2015-12-31$4,784,659
Total plan assets at beginning of year2015-12-31$3,896,009
Value of fidelity bond covering the plan2015-12-31$550,000
Expenses. Other expenses not covered elsewhere2015-12-31$42,792
Other income received2015-12-31$176,011
Net income (gross income less expenses)2015-12-31$1,004,113
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,002,622
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,998,509
Assets. Value of employer securities2015-12-31$3,363,499
Total contributions received or receivable from employer(s)2015-12-31$982,037
2014 : TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$897,500
Total plan liabilities at beginning of year2014-12-31$1,015,000
Total income from all sources2014-12-31$305,146
Expenses. Total of all expenses incurred2014-12-31$108,352
Benefits paid (including direct rollovers)2014-12-31$62,327
Total plan assets at end of year2014-12-31$3,896,009
Total plan assets at beginning of year2014-12-31$3,816,715
Value of fidelity bond covering the plan2014-12-31$550,000
Expenses. Other expenses not covered elsewhere2014-12-31$46,025
Other income received2014-12-31$185,146
Net income (gross income less expenses)2014-12-31$196,794
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,998,509
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,801,715
Assets. Value of employer securities2014-12-31$3,188,000
Total contributions received or receivable from employer(s)2014-12-31$120,000
2013 : TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,015,000
Total plan liabilities at beginning of year2013-12-31$1,132,500
Total income from all sources2013-12-31$-1,057,753
Expenses. Total of all expenses incurred2013-12-31$263,812
Benefits paid (including direct rollovers)2013-12-31$212,477
Total plan assets at end of year2013-12-31$3,816,715
Total plan assets at beginning of year2013-12-31$5,255,780
Value of fidelity bond covering the plan2013-12-31$550,000
Expenses. Other expenses not covered elsewhere2013-12-31$51,335
Other income received2013-12-31$-1,177,753
Net income (gross income less expenses)2013-12-31$-1,321,565
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,801,715
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,123,280
Assets. Value of employer securities2013-12-31$3,003,000
Total contributions received or receivable from employer(s)2013-12-31$120,000
2012 : TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,132,500
Total plan liabilities at beginning of year2012-12-31$1,250,000
Total income from all sources2012-12-31$329,815
Expenses. Total of all expenses incurred2012-12-31$458,168
Benefits paid (including direct rollovers)2012-12-31$401,399
Total plan assets at end of year2012-12-31$5,255,780
Total plan assets at beginning of year2012-12-31$5,501,633
Value of fidelity bond covering the plan2012-12-31$550,000
Expenses. Other expenses not covered elsewhere2012-12-31$56,769
Other income received2012-12-31$79,815
Net income (gross income less expenses)2012-12-31$-128,353
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,123,280
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,251,633
Assets. Value of employer securities2012-12-31$4,182,000
Total contributions received or receivable from employer(s)2012-12-31$250,000
2011 : TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$1,250,000
Total plan liabilities at beginning of year2011-12-31$1,367,500
Total income from all sources2011-12-31$-338,934
Expenses. Total of all expenses incurred2011-12-31$293,419
Benefits paid (including direct rollovers)2011-12-31$231,384
Total plan assets at end of year2011-12-31$5,501,633
Total plan assets at beginning of year2011-12-31$6,251,486
Value of fidelity bond covering the plan2011-12-31$863,300
Expenses. Other expenses not covered elsewhere2011-12-31$62,035
Other income received2011-12-31$-688,934
Net income (gross income less expenses)2011-12-31$-632,353
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,251,633
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,883,986
Assets. Value of employer securities2011-12-31$4,103,000
Total contributions received or receivable from employer(s)2011-12-31$350,000
2010 : TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$1,367,500
Total plan liabilities at beginning of year2010-12-31$1,520,000
Total income from all sources2010-12-31$510,354
Expenses. Total of all expenses incurred2010-12-31$226,287
Benefits paid (including direct rollovers)2010-12-31$156,897
Total plan assets at end of year2010-12-31$6,251,486
Total plan assets at beginning of year2010-12-31$6,119,919
Value of fidelity bond covering the plan2010-12-31$881,000
Expenses. Other expenses not covered elsewhere2010-12-31$69,390
Other income received2010-12-31$10,354
Net income (gross income less expenses)2010-12-31$284,067
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,883,986
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,599,919
Assets. Value of employer securities2010-12-31$4,794,000
Total contributions received or receivable from employer(s)2010-12-31$500,000

Form 5500 Responses for TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN

2022: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 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 & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 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 & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 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 & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 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 & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN 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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