Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Taylor Financial Group LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Taylor Financial Group LLC under EIN 22-3764368 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $1,838,719 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taylor Financial Group LLC
- EIN
- 22-3764368
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin Lakes, NJ
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $1,838,719
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240702150735NAL0010768834001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,838,719
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,838,719
- Net assets (BOY)
- $1,567,167
Income & contributions
- Employer contributions
- $49,180
- Participant contributions
- $117,920
- Total income / additions
- $386,931
Expenses & distributions
- Benefits paid
- $107,075
- Administrative expenses
- $8,304
- Total expenses
- $115,379
- Net increase / (decrease)
- $271,552
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.