JAMES R TAYLOR & SONS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES R TAYLOR & SONS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES R TAYLOR & SONS 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-21 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-21 | 116921 |
| Net assets as of the end of the plan year | 2025-04-21 | 832016 |
| Total assets as of the beginning of the plan year | 2025-04-21 | 685080 |
| Value of plan covered by a fidelity bond | 2025-04-21 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-21 | 93910 |
| Value of participant loans at end of plan year | 2025-04-21 | 51646 |
| Other expenses paid from plan in this plan year | 2025-04-21 | 1934 |
| Other contributions to plan in this plan year | 2025-04-21 | 0 |
| Other income to plan in this plan year | 2025-04-21 | 110810 |
| Plan net income in this plan year | 2025-04-21 | 146936 |
| Net assets as of the end of the plan year | 2025-04-21 | 832016 |
| Net assets as of the beginning of the plan year | 2025-04-21 | 685080 |
| Employer contributions to plan in this plan year | 2025-04-21 | 59137 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-21 | 2490 |
| 2024 : JAMES R TAYLOR & SONS 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-03-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-03-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-03-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-03-11 | 52759 |
| Net assets as of the end of the plan year | 2024-03-11 | 685080 |
| Total assets as of the beginning of the plan year | 2024-03-11 | 487743 |
| Value of plan covered by a fidelity bond | 2024-03-11 | 500000 |
| Participant contributions to plan in this plan year | 2024-03-11 | 89626 |
| Value of participant loans at end of plan year | 2024-03-11 | 15809 |
| Other expenses paid from plan in this plan year | 2024-03-11 | 1312 |
| Other contributions to plan in this plan year | 2024-03-11 | 0 |
| Other income to plan in this plan year | 2024-03-11 | 103677 |
| Plan net income in this plan year | 2024-03-11 | 197337 |
| Net assets as of the end of the plan year | 2024-03-11 | 685080 |
| Net assets as of the beginning of the plan year | 2024-03-11 | 487743 |
| Employer contributions to plan in this plan year | 2024-03-11 | 56793 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-11 | 1732 |
| 2022 : JAMES R TAYLOR & SONS 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-11 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-11 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-11 | 2029 |
| Net assets as of the end of the plan year | 2022-04-11 | 480899 |
| Total assets as of the beginning of the plan year | 2022-04-11 | 317925 |
| Value of plan covered by a fidelity bond | 2022-04-11 | 500000 |
| Participant contributions to plan in this plan year | 2022-04-11 | 64487 |
| Other expenses paid from plan in this plan year | 2022-04-11 | 0 |
| Other contributions to plan in this plan year | 2022-04-11 | 0 |
| Other income to plan in this plan year | 2022-04-11 | 58518 |
| Plan net income in this plan year | 2022-04-11 | 162974 |
| Net assets as of the end of the plan year | 2022-04-11 | 480899 |
| Net assets as of the beginning of the plan year | 2022-04-11 | 317925 |
| Employer contributions to plan in this plan year | 2022-04-11 | 41998 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-11 | 2029 |
