MICHAEL K. TAYLOR, M.D. & JASON T. HALVERSON, M.D., PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL K. TAYLOR, M.D. & JASON T. HALVERSON, M.D., PLLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : MICHAEL K. TAYLOR, M.D. & JASON T. HALVERSON, M.D., PLLC 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-11-12 | 1777754 |
| Net assets as of the end of the plan year | 2025-11-12 | 0 |
| Total assets as of the beginning of the plan year | 2025-11-12 | 1634420 |
| Value of plan covered by a fidelity bond | 2025-11-12 | 250000 |
| Other income to plan in this plan year | 2025-11-12 | 143334 |
| Plan net income in this plan year | 2025-11-12 | -1634420 |
| Net assets as of the end of the plan year | 2025-11-12 | 0 |
| Net assets as of the beginning of the plan year | 2025-11-12 | 1634420 |
| Total expenses incurred by plan in this plan year | 2025-06-16 | 599985 |
| Net assets as of the end of the plan year | 2025-06-16 | 1634420 |
| Total assets as of the beginning of the plan year | 2025-06-16 | 1808759 |
| Value of plan covered by a fidelity bond | 2025-06-16 | 250000 |
| Participant contributions to plan in this plan year | 2025-06-16 | 71116 |
| Other income to plan in this plan year | 2025-06-16 | 236392 |
| Plan net income in this plan year | 2025-06-16 | -174339 |
| Net assets as of the end of the plan year | 2025-06-16 | 1634420 |
| Net assets as of the beginning of the plan year | 2025-06-16 | 1808759 |
| Employer contributions to plan in this plan year | 2025-06-16 | 118138 |
| 2024 : MICHAEL K. TAYLOR, M.D. & JASON T. HALVERSON, M.D., PLLC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-20 | 12654 |
| Net assets as of the end of the plan year | 2024-07-20 | 1808759 |
| Total assets as of the beginning of the plan year | 2024-07-20 | 1367479 |
| Value of plan covered by a fidelity bond | 2024-07-20 | 250000 |
| Participant contributions to plan in this plan year | 2024-07-20 | 67664 |
| Other income to plan in this plan year | 2024-07-20 | 278178 |
| Plan net income in this plan year | 2024-07-20 | 441280 |
| Net assets as of the end of the plan year | 2024-07-20 | 1808759 |
| Net assets as of the beginning of the plan year | 2024-07-20 | 1367479 |
| Employer contributions to plan in this plan year | 2024-07-20 | 108092 |
| 2022 : MICHAEL K. TAYLOR, M.D. & JASON T. HALVERSON, M.D., PLLC 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-12 | 0 |
| Net assets as of the end of the plan year | 2022-09-12 | 1460664 |
| Total assets as of the beginning of the plan year | 2022-09-12 | 1121085 |
| Value of plan covered by a fidelity bond | 2022-09-12 | 50000 |
| Participant contributions to plan in this plan year | 2022-09-12 | 58698 |
| Other income to plan in this plan year | 2022-09-12 | 188172 |
| Plan net income in this plan year | 2022-09-12 | 339579 |
| Net assets as of the end of the plan year | 2022-09-12 | 1460664 |
| Net assets as of the beginning of the plan year | 2022-09-12 | 1121085 |
| Employer contributions to plan in this plan year | 2022-09-12 | 92709 |
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