JIM O. TAYLOR, D.D.S., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JIM O TAYLOR DDS INC 401(K) SALARY REDUCTION PLAN
401k plan membership statisitcs for JIM O TAYLOR DDS INC 401(K) SALARY REDUCTION PLAN
| Measure | Date | Value |
|---|
| 2022: JIM O TAYLOR DDS INC 401(K) SALARY REDUCTION PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-09-29 | 13 |
| Total number of particpants at end of year | 2022-09-29 | 12 |
| Number of Participants With Account Balances | 2022-09-29 | 10 |
| 2019: JIM O TAYLOR DDS INC 401(K) SALARY REDUCTION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 12 |
| Number of participants with account balances | 2019-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : JIM O TAYLOR DDS INC 401(K) SALARY REDUCTION PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-29 | 15033 |
| Net assets as of the end of the plan year | 2022-09-29 | 2831874 |
| Total assets as of the beginning of the plan year | 2022-09-29 | 2597494 |
| Value of plan covered by a fidelity bond | 2022-09-29 | 200000 |
| Participant contributions to plan in this plan year | 2022-09-29 | 49960 |
| Other expenses paid from plan in this plan year | 2022-09-29 | 6568 |
| Other income to plan in this plan year | 2022-09-29 | 150006 |
| Plan net income in this plan year | 2022-09-29 | 234380 |
| Net assets as of the end of the plan year | 2022-09-29 | 2831874 |
| Net assets as of the beginning of the plan year | 2022-09-29 | 2597494 |
| Employer contributions to plan in this plan year | 2022-09-29 | 49447 |
| 2019 : JIM O TAYLOR DDS INC 401(K) SALARY REDUCTION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $260,887 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $54,289 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $51,568 |
| Total plan assets at end of year | 2019-12-31 | $2,309,023 |
| Total plan assets at beginning of year | 2019-12-31 | $2,102,425 |
| Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $35,390 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $2,721 |
| Other income received | 2019-12-31 | $171,316 |
| Net income (gross income less expenses) | 2019-12-31 | $206,598 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,309,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,102,425 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $54,181 |
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