401k Plan data: DAVID J TAYLOR, CPA 401(K) PLAN plan

DAVID J TAYLOR, CPA 401(K) PLAN 401k Plan overview

Plan Name	DAVID J TAYLOR, CPA 401(K) PLAN
Plan identification number	001

DAVID J TAYLOR, CPA 401(K) PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

DAVID J TAYLOR, CPA has sponsored the creation of one or more 401k plans.

Company Name: DAVID J TAYLOR, CPA

Employer identification number (EIN): 931014492

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J TAYLOR, CPA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 PAMELA RHIANNON CORDER
001 2017-01-01 PAMELA RHIANNON CORDER
001 2017-01-01 PAMELA RHIANNON CORDER
001 2016-01-01
001 2015-01-01 DAVID J TAYLOR
001 2014-01-01 DAVID J TAYLOR
001 2013-01-01 DAVID J TAYLOR
001 2012-01-01 DAVID TAYLOR DAVID TAYLOR 2013-07-30
001 2011-01-01 DAVID J TAYLOR

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	PAMELA RHIANNON CORDER
001	2017-01-01	PAMELA RHIANNON CORDER
001	2017-01-01	PAMELA RHIANNON CORDER
001	2016-01-01
001	2015-01-01	DAVID J TAYLOR
001	2014-01-01	DAVID J TAYLOR
001	2013-01-01	DAVID J TAYLOR
001	2012-01-01	DAVID TAYLOR	DAVID TAYLOR	2013-07-30
001	2011-01-01	DAVID J TAYLOR

Plan Statistics for DAVID J TAYLOR, CPA 401(K) PLAN

401k plan membership statisitcs for DAVID J TAYLOR, CPA 401(K) PLAN

Measure Date Value
2018: DAVID J TAYLOR, CPA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Total participants 2018-01-01 0
2017: DAVID J TAYLOR, CPA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
2016: DAVID J TAYLOR, CPA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
2015: DAVID J TAYLOR, CPA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
2014: DAVID J TAYLOR, CPA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 3
2013: DAVID J TAYLOR, CPA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: DAVID J TAYLOR, CPA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: DAVID J TAYLOR, CPA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2

Measure	Date	Value
2018: DAVID J TAYLOR, CPA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Total participants	2018-01-01	0
2017: DAVID J TAYLOR, CPA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
2016: DAVID J TAYLOR, CPA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
2015: DAVID J TAYLOR, CPA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
2014: DAVID J TAYLOR, CPA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	3
2013: DAVID J TAYLOR, CPA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: DAVID J TAYLOR, CPA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: DAVID J TAYLOR, CPA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2

Financial Data on DAVID J TAYLOR, CPA 401(K) PLAN

Measure	Date	Value
2018 : DAVID J TAYLOR, CPA 401(K) PLAN 2018 401k financial data
Total plan assets at end of year	2018-12-31	$0
2017 : DAVID J TAYLOR, CPA 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$-51,350
Total income from all sources	2017-12-31	$9,185
Expenses. Total of all expenses incurred	2017-12-31	$206,789
Benefits paid (including direct rollovers)	2017-12-31	$206,582
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$248,954
Value of fidelity bond covering the plan	2017-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$207
Other income received	2017-12-31	$9,185
Net income (gross income less expenses)	2017-12-31	$-197,604
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$248,954
Assets. Value of participant loans	2017-12-31	$15,000
2016 : DAVID J TAYLOR, CPA 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$20,755
Expenses. Total of all expenses incurred	2016-12-31	$2,854
Total plan assets at end of year	2016-12-31	$248,954
Total plan assets at beginning of year	2016-12-31	$231,053
Value of fidelity bond covering the plan	2016-12-31	$30,000
Total contributions received or receivable from participants	2016-12-31	$603
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,854
Contributions received from other sources (not participants or employers)	2016-12-31	$25
Other income received	2016-12-31	$10,628
Net income (gross income less expenses)	2016-12-31	$17,901
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$248,954
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$231,053
Assets. Value of participant loans	2016-12-31	$15,000
Total contributions received or receivable from employer(s)	2016-12-31	$9,499
2015 : DAVID J TAYLOR, CPA 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$30,089
Expenses. Total of all expenses incurred	2015-12-31	$1,915
Total plan assets at end of year	2015-12-31	$231,053
Total plan assets at beginning of year	2015-12-31	$202,879
Value of fidelity bond covering the plan	2015-12-31	$30,000
Total contributions received or receivable from participants	2015-12-31	$19,575
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,915
Contributions received from other sources (not participants or employers)	2015-12-31	$277
Other income received	2015-12-31	$-2,638
Net income (gross income less expenses)	2015-12-31	$28,174
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$231,053
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$202,879
Assets. Value of participant loans	2015-12-31	$15,000
Total contributions received or receivable from employer(s)	2015-12-31	$12,875
2014 : DAVID J TAYLOR, CPA 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$36,803
Total plan assets at end of year	2014-12-31	$202,879
Total plan assets at beginning of year	2014-12-31	$166,076
Total contributions received or receivable from participants	2014-12-31	$19,589
Other income received	2014-12-31	$2,613
Net income (gross income less expenses)	2014-12-31	$36,803
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$202,879
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$166,076
Assets. Value of participant loans	2014-12-31	$15,000
Total contributions received or receivable from employer(s)	2014-12-31	$14,601
2013 : DAVID J TAYLOR, CPA 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$39,069
Total plan assets at end of year	2013-12-31	$166,076
Total plan assets at beginning of year	2013-12-31	$127,007
Total contributions received or receivable from participants	2013-12-31	$16,266
Other income received	2013-12-31	$18,536
Net income (gross income less expenses)	2013-12-31	$39,069
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$166,076
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$127,007
Total contributions received or receivable from employer(s)	2013-12-31	$4,267
2012 : DAVID J TAYLOR, CPA 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$16,546
Total plan assets at end of year	2012-12-31	$127,007
Total plan assets at beginning of year	2012-12-31	$110,461
Total contributions received or receivable from participants	2012-12-31	$5,350
Other income received	2012-12-31	$7,986
Net income (gross income less expenses)	2012-12-31	$16,546
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$127,007
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$110,461
Total contributions received or receivable from employer(s)	2012-12-31	$3,210
2011 : DAVID J TAYLOR, CPA 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-3,713
Expenses. Total of all expenses incurred	2011-12-31	$250
Total plan assets at end of year	2011-12-31	$110,461
Total plan assets at beginning of year	2011-12-31	$114,424
Total contributions received or receivable from participants	2011-12-31	$3,414
Expenses. Other expenses not covered elsewhere	2011-12-31	$250
Other income received	2011-12-31	$-9,176
Net income (gross income less expenses)	2011-12-31	$-3,963
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$110,461
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$114,424
Total contributions received or receivable from employer(s)	2011-12-31	$2,049

Form 5500 Responses for DAVID J TAYLOR, CPA 401(K) PLAN

2018: DAVID J TAYLOR, CPA 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: DAVID J TAYLOR, CPA 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVID J TAYLOR, CPA 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVID J TAYLOR, CPA 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID J TAYLOR, CPA 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID J TAYLOR, CPA 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID J TAYLOR, CPA 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVID J TAYLOR, CPA 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID J TAYLOR, CPA
Employer identification number (EIN):	931014492
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants