Taylor & Associates Architects 401k/Profit Sharing Plan — Form 5500 plan (Taylor & Associates Architects, Inc.)

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 & Associates Architects 401k/Profit Sharing Plan is a benefit plan reported by Taylor & Associates Architects, Inc. under EIN 33-0166584 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $12,280,325 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Taylor & Associates Architects, Inc.
EIN
33-0166584
Plan number
001
Plan type
2
Location
Tustin, CA
Latest filing year
2023
Participants
139
End-of-year plan assets
$12,280,325

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241015105441NAL0048930112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,280,325
Total liabilities (EOY)
$0
Net assets (EOY)
$12,280,325
Net assets (BOY)
$9,475,704

Income & contributions

Employer contributions
$0
Participant contributions
$1,225,961
Total contributions
$1,446,367
Total income / additions
$3,294,791

Expenses & distributions

Benefits paid
$448,827
Administrative expenses
$41,343
Total expenses
$490,170
Net increase / (decrease)
$2,804,621

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$23,098$02023
Raymond James Financial ServicesADVISOR$18,245not reported in the loaded dataset2023

Related Form 5500 pages