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TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:TAYLOR & ASSOCIATES, INC.
Employer identification number (EIN):581818799
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01JIM SHARP2021-09-16
0012019-01-01JIM SHARP2020-09-13
0012018-01-01JIM SHARP2019-09-18
0012017-01-01LEE LICHTENSTEIN2018-06-12
0012016-01-01LEE LICHTENSTEIN2017-06-22
0012015-01-01LEE LICHTENSTEIN2016-07-11
0012014-01-01LEE LICHTENSTEIN2015-07-30
0012013-01-01LEE LICHTENSTEIN2014-08-04
0012012-01-01LEE FLOYD
0012011-01-01LEE FLOYD
0012010-01-01L HAMILTON TAYLOR
0012009-01-01L HAMILTON TAYLOR

Plan Statistics for TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0144
Total number of active participants reported on line 7a of the Form 55002012-01-0136
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0142
Total participants2012-01-0142
Number of participants with account balances2012-01-0133
2011: TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0145
Total number of active participants reported on line 7a of the Form 55002011-01-0136
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0142
Total participants2011-01-0142
Number of participants with account balances2011-01-0133
2010: TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0146
Total number of active participants reported on line 7a of the Form 55002010-01-0142
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0145
Total participants2010-01-0145
Number of participants with account balances2010-01-0135
2009: TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0144
Total number of active participants reported on line 7a of the Form 55002009-01-0142
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0146
Total participants2009-01-0146
Number of participants with account balances2009-01-0136

Financial Data on TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012 : TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$3,656
Total plan liabilities at beginning of year2012-12-31$3,294
Total income from all sources2012-12-31$449,768
Expenses. Total of all expenses incurred2012-12-31$34,901
Benefits paid (including direct rollovers)2012-12-31$10,722
Total plan assets at end of year2012-12-31$2,335,314
Total plan assets at beginning of year2012-12-31$1,920,085
Value of fidelity bond covering the plan2012-12-31$175,000
Total contributions received or receivable from participants2012-12-31$155,820
Expenses. Other expenses not covered elsewhere2012-12-31$24,179
Other income received2012-12-31$293,948
Net income (gross income less expenses)2012-12-31$414,867
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,331,658
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,916,791
Assets. Value of participant loans2012-12-31$15,158
2011 : TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$3,294
Total plan liabilities at beginning of year2011-12-31$102,458
Total income from all sources2011-12-31$26,228
Expenses. Total of all expenses incurred2011-12-31$49,645
Benefits paid (including direct rollovers)2011-12-31$26,974
Total plan assets at end of year2011-12-31$1,920,085
Total plan assets at beginning of year2011-12-31$2,042,666
Value of fidelity bond covering the plan2011-12-31$175,000
Total contributions received or receivable from participants2011-12-31$157,292
Expenses. Other expenses not covered elsewhere2011-12-31$22,671
Other income received2011-12-31$-131,064
Net income (gross income less expenses)2011-12-31$-23,417
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,916,791
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,940,208
Assets. Value of participant loans2011-12-31$21,696
2010 : TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$102,458
Total plan liabilities at beginning of year2010-12-31$2,478
Total income from all sources2010-12-31$462,625
Expenses. Total of all expenses incurred2010-12-31$152,061
Benefits paid (including direct rollovers)2010-12-31$132,028
Total plan assets at end of year2010-12-31$2,042,666
Total plan assets at beginning of year2010-12-31$1,632,122
Value of fidelity bond covering the plan2010-12-31$175,000
Total contributions received or receivable from participants2010-12-31$183,834
Expenses. Other expenses not covered elsewhere2010-12-31$20,033
Other income received2010-12-31$278,791
Net income (gross income less expenses)2010-12-31$310,564
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,940,208
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,629,644
Assets. Value of participant loans2010-12-31$15,686

Form 5500 Responses for TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2012: TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TAYLOR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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