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THE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTHE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

THE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST 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

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

Company Name:THE TAYLOR & TAYLOR PARTNERSHIP, INC.
Employer identification number (EIN):650403395
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM TAYLOR2024-05-22
0012022-01-01WILLIAM TAYLOR2023-07-17
0012021-01-01WILLIAM TAYLOR2022-06-27
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01WILLIAM TAYLOR2013-07-09
0012011-01-01PHYLLIS TAYLOR2012-07-12
0012010-01-01WILLIAM TAYLOR2011-07-29

Plan Statistics for THE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for THE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: THE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-2210
Total number of particpants at end of year2025-05-2210
Number of Participants With Account Balances2025-05-228
2024: THE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-2210
Total number of particpants at end of year2024-05-229
Number of Participants With Account Balances2024-05-228
2022: THE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-279
Total number of particpants at end of year2022-06-279
Number of Participants With Account Balances2022-06-278

Financial Data on THE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : THE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-2251201
Net assets as of the end of the plan year2025-05-22624558
Total assets as of the beginning of the plan year2025-05-22547677
Value of plan covered by a fidelity bond2025-05-221000000
Participant contributions to plan in this plan year2025-05-2256380
Value of participant loans at end of plan year2025-05-2253405
Other income to plan in this plan year2025-05-2249925
Plan net income in this plan year2025-05-2276881
Net assets as of the end of the plan year2025-05-22624558
Net assets as of the beginning of the plan year2025-05-22547677
Employer contributions to plan in this plan year2025-05-2221777
Fees paid to broker by Benefit Provider2025-05-22896
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2211201
2024 : THE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-22154377
Net assets as of the end of the plan year2024-05-22547677
Total assets as of the beginning of the plan year2024-05-22540399
Value of plan covered by a fidelity bond2024-05-221000000
Participant contributions to plan in this plan year2024-05-2265935
Value of participant loans at end of plan year2024-05-2229724
Other contributions to plan in this plan year2024-05-220
Other income to plan in this plan year2024-05-2274829
Plan net income in this plan year2024-05-227278
Net assets as of the end of the plan year2024-05-22547677
Net assets as of the beginning of the plan year2024-05-22540399
Employer contributions to plan in this plan year2024-05-2220891
Fees paid to broker by Benefit Provider2024-05-22562
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2210611
2022 : THE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-279410
Net assets as of the end of the plan year2022-06-27569982
Total assets as of the beginning of the plan year2022-06-27467247
Value of plan covered by a fidelity bond2022-06-271000000
Participant contributions to plan in this plan year2022-06-2744180
Value of participant loans at end of plan year2022-06-271824
Other contributions to plan in this plan year2022-06-270
Other income to plan in this plan year2022-06-2755025
Plan net income in this plan year2022-06-27102735
Net assets as of the end of the plan year2022-06-27569982
Net assets as of the beginning of the plan year2022-06-27467247
Employer contributions to plan in this plan year2022-06-2712940
Fees paid to broker by Benefit Provider2022-06-27255
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-279410

Potentially related plans

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