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Plan Name | TAYLOR & CORDER, LLC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | TAYLOR & CORDER LLC |
Employer identification number (EIN): | 364822378 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Additional information about TAYLOR & CORDER LLC
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2015-11-10 |
Company Identification Number: | 116094095 |
Legal Registered Office Address: |
8625 SW CASCADE AVE #602 BEAVERTON United States of America (USA) 97008 |
More information about TAYLOR & CORDER LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2017-01-01 | RHIANNON CORDER | |||
001 | 2016-01-01 | ||||
001 | 2016-01-01 |
Measure | Date | Value |
---|---|---|
2017: TAYLOR & CORDER, LLC 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 3 |
2016: TAYLOR & CORDER, LLC 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2017 : TAYLOR & CORDER, LLC 401(K) PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $50,350 |
Total income from all sources | 2017-12-31 | $306,109 |
Expenses. Total of all expenses incurred | 2017-12-31 | $10,727 |
Benefits paid (including direct rollovers) | 2017-12-31 | $7,040 |
Total plan assets at end of year | 2017-12-31 | $367,534 |
Total plan assets at beginning of year | 2017-12-31 | $21,802 |
Value of fidelity bond covering the plan | 2017-12-31 | $30,000 |
Total contributions received or receivable from participants | 2017-12-31 | $34,818 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $3,687 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $2,793 |
Other income received | 2017-12-31 | $53,598 |
Noncash contributions received | 2017-12-31 | $203,789 |
Net income (gross income less expenses) | 2017-12-31 | $295,382 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $367,534 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $21,802 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $11,111 |
2016 : TAYLOR & CORDER, LLC 401(K) PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $22,102 |
Expenses. Total of all expenses incurred | 2016-12-31 | $300 |
Total plan assets at end of year | 2016-12-31 | $21,802 |
Value of fidelity bond covering the plan | 2016-12-31 | $30,000 |
Total contributions received or receivable from participants | 2016-12-31 | $11,370 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $300 |
Other income received | 2016-12-31 | $1 |
Net income (gross income less expenses) | 2016-12-31 | $21,802 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $21,802 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $10,731 |
2017: TAYLOR & CORDER, LLC 401(K) PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: TAYLOR & CORDER, LLC 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |