THOMAS J. TAYLOR & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2020: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 0 |
| Number of participants with account balances | 2020-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
| Total of all active and inactive participants | 2019-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 18 |
| Number of participants with account balances | 2019-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
| Total of all active and inactive participants | 2018-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 19 |
| Number of participants with account balances | 2018-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
| Total of all active and inactive participants | 2017-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 24 |
| Number of participants with account balances | 2017-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 9 |
| Total of all active and inactive participants | 2016-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 27 |
| Number of participants with account balances | 2016-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| 2015: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
| Total of all active and inactive participants | 2015-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 29 |
| Number of participants with account balances | 2015-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
| 2014: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 26 |
| Number of participants with account balances | 2014-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
| Total of all active and inactive participants | 2013-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 28 |
| Number of participants with account balances | 2013-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-12-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 17 |
| Number of retired or separated participants receiving benefits | 2012-12-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 16 |
| Total of all active and inactive participants | 2012-12-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-12-01 | 1 |
| Total participants | 2012-12-01 | 46 |
| Number of participants with account balances | 2012-12-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-12-01 | 0 |
| 2011: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-12-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 17 |
| Number of retired or separated participants receiving benefits | 2011-12-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 16 |
| Total of all active and inactive participants | 2011-12-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-12-01 | 1 |
| Total participants | 2011-12-01 | 46 |
| Number of participants with account balances | 2011-12-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-12-01 | 2 |
| 2010: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-12-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-12-01 | 18 |
| Number of retired or separated participants receiving benefits | 2010-12-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2010-12-01 | 15 |
| Total of all active and inactive participants | 2010-12-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-12-01 | 0 |
| Total participants | 2010-12-01 | 45 |
| Number of participants with account balances | 2010-12-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-12-01 | 0 |
| 2009: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-12-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 22 |
| Number of retired or separated participants receiving benefits | 2009-12-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 10 |
| Total of all active and inactive participants | 2009-12-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-01 | 0 |
| Total participants | 2009-12-01 | 44 |
| Number of participants with account balances | 2009-12-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-01 | 2 |
| 2008: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-12-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-12-01 | 20 |
| Number of retired or separated participants receiving benefits | 2008-12-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2008-12-01 | 0 |
| Total of all active and inactive participants | 2008-12-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-12-01 | 0 |
| Total participants | 2008-12-01 | 32 |
| Number of participants with account balances | 2008-12-01 | 32 |
| Measure | Date | Value |
|---|
| 2020 : THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-29 | $0 |
| Total plan liabilities at beginning of year | 2020-12-29 | $0 |
| Total income from all sources | 2020-12-29 | $-21,195 |
| Expenses. Total of all expenses incurred | 2020-12-29 | $212,474 |
| Benefits paid (including direct rollovers) | 2020-12-29 | $212,442 |
| Total plan assets at end of year | 2020-12-29 | $0 |
| Total plan assets at beginning of year | 2020-12-29 | $233,669 |
| Value of fidelity bond covering the plan | 2020-12-29 | $100,000 |
| Other income received | 2020-12-29 | $-21,195 |
| Net income (gross income less expenses) | 2020-12-29 | $-233,669 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-29 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-29 | $233,669 |
| Assets. Value of employer securities | 2020-12-29 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-29 | $32 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-29 | $0 |
| 2019 : THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $2,842 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $11,414 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $11,414 |
| Total plan assets at end of year | 2019-12-31 | $233,669 |
| Total plan assets at beginning of year | 2019-12-31 | $242,241 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
| Other income received | 2019-12-31 | $1,842 |
| Net income (gross income less expenses) | 2019-12-31 | $-8,572 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $233,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $242,241 |
| Assets. Value of employer securities | 2019-12-31 | $159,500 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $4,260 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $44,956 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $44,956 |
| Total plan assets at end of year | 2018-12-31 | $242,241 |
| Total plan assets at beginning of year | 2018-12-31 | $282,937 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Other income received | 2018-12-31 | $1,260 |
| Net income (gross income less expenses) | 2018-12-31 | $-40,696 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $242,241 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $282,937 |
| Assets. Value of employer securities | 2018-12-31 | $157,700 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $3,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $2,559 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $282,937 |
| Total plan assets at beginning of year | 2017-12-31 | $280,378 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Other income received | 2017-12-31 | $-1,441 |
| Net income (gross income less expenses) | 2017-12-31 | $2,559 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $282,937 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $280,378 |
| Assets. Value of employer securities | 2017-12-31 | $156,500 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $4,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $10,583 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $280,378 |
| Total plan assets at beginning of year | 2016-12-31 | $269,795 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Other income received | 2016-12-31 | $2,083 |
| Net income (gross income less expenses) | 2016-12-31 | $10,583 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $280,378 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $269,795 |
| Assets. Value of employer securities | 2016-12-31 | $158,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $8,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $11,949 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,469 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,469 |
| Total plan assets at end of year | 2015-12-31 | $269,795 |
| Total plan assets at beginning of year | 2015-12-31 | $260,315 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Other income received | 2015-12-31 | $3,449 |
| Net income (gross income less expenses) | 2015-12-31 | $9,480 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $269,795 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $260,315 |
| Assets. Value of employer securities | 2015-12-31 | $156,200 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $8,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $14,974 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $51,807 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $51,807 |
| Total plan assets at end of year | 2014-12-31 | $260,315 |
| Total plan assets at beginning of year | 2014-12-31 | $297,148 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Other income received | 2014-12-31 | $4,974 |
| Net income (gross income less expenses) | 2014-12-31 | $-36,833 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $260,315 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $297,148 |
| Assets. Value of employer securities | 2014-12-31 | $152,800 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $10,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $8,513 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $21,464 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $21,464 |
| Total plan assets at end of year | 2013-12-31 | $297,148 |
| Total plan assets at beginning of year | 2013-12-31 | $310,099 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Other income received | 2013-12-31 | $1,013 |
| Net income (gross income less expenses) | 2013-12-31 | $-12,951 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $297,148 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $310,099 |
| Assets. Value of employer securities | 2013-12-31 | $147,900 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $7,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $20 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $310,099 |
| Total plan assets at beginning of year | 2012-12-31 | $310,079 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Other income received | 2012-12-31 | $20 |
| Net income (gross income less expenses) | 2012-12-31 | $20 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $310,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $310,079 |
| Assets. Value of employer securities | 2012-12-31 | $147,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-11-30 | $0 |
| Total plan liabilities at beginning of year | 2012-11-30 | $1,380 |
| Total income from all sources | 2012-11-30 | $9,706 |
| Expenses. Total of all expenses incurred | 2012-11-30 | $110 |
| Total plan assets at end of year | 2012-11-30 | $310,079 |
| Total plan assets at beginning of year | 2012-11-30 | $301,863 |
| Value of fidelity bond covering the plan | 2012-11-30 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2012-11-30 | $110 |
| Other income received | 2012-11-30 | $493 |
| Net income (gross income less expenses) | 2012-11-30 | $9,596 |
| Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $310,079 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $300,483 |
| Assets. Value of employer securities | 2012-11-30 | $147,000 |
| Total contributions received or receivable from employer(s) | 2012-11-30 | $9,213 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-11-30 | $0 |
| 2011 : THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-11-30 | $1,380 |
| Total plan liabilities at beginning of year | 2011-11-30 | $4,936 |
| Total income from all sources | 2011-11-30 | $14,434 |
| Expenses. Total of all expenses incurred | 2011-11-30 | $915 |
| Total plan assets at end of year | 2011-11-30 | $301,863 |
| Total plan assets at beginning of year | 2011-11-30 | $291,900 |
| Value of fidelity bond covering the plan | 2011-11-30 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2011-11-30 | $915 |
| Other income received | 2011-11-30 | $4,434 |
| Net income (gross income less expenses) | 2011-11-30 | $13,519 |
| Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $300,483 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $286,964 |
| Assets. Value of employer securities | 2011-11-30 | $146,800 |
| Total contributions received or receivable from employer(s) | 2011-11-30 | $10,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-11-30 | $0 |
| 2010 : THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-11-30 | $0 |
| 2020: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | Yes |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
|---|
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | Submission has been amended | No |
| 2012-12-01 | This submission is the final filing | No |
| 2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2012-12-01 | Plan is a collectively bargained plan | No |
| 2012-12-01 | Plan funding arrangement – Trust | Yes |
| 2012-12-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses |
|---|
| 2011-12-01 | Type of plan entity | Single employer plan |
| 2011-12-01 | Submission has been amended | No |
| 2011-12-01 | This submission is the final filing | No |
| 2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-12-01 | Plan is a collectively bargained plan | No |
| 2011-12-01 | Plan funding arrangement – Trust | Yes |
| 2011-12-01 | Plan benefit arrangement - Trust | Yes |
| 2010: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses |
|---|
| 2010-12-01 | Type of plan entity | Single employer plan |
| 2010-12-01 | Submission has been amended | No |
| 2010-12-01 | This submission is the final filing | No |
| 2010-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-12-01 | Plan is a collectively bargained plan | No |
| 2010-12-01 | Plan funding arrangement – Trust | Yes |
| 2010-12-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
|---|
| 2009-12-01 | Type of plan entity | Single employer plan |
| 2009-12-01 | Submission has been amended | No |
| 2009-12-01 | This submission is the final filing | No |
| 2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-12-01 | Plan is a collectively bargained plan | No |
| 2009-12-01 | Plan funding arrangement – Trust | Yes |
| 2009-12-01 | Plan benefit arrangement - Trust | Yes |
| 2008: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses |
|---|
| 2008-12-01 | Type of plan entity | Single employer plan |
| 2008-12-01 | Submission has been amended | No |
| 2008-12-01 | This submission is the final filing | No |
| 2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-12-01 | Plan is a collectively bargained plan | No |
| 2008-12-01 | Plan funding arrangement – Trust | Yes |
| 2008-12-01 | Plan benefit arrangement - Trust | Yes |
| 2007: THOMAS J. TAYLOR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 form 5500 responses |
|---|
| 2007-12-01 | Type of plan entity | Single employer plan |
| 2007-12-01 | Submission has been amended | No |
| 2007-12-01 | This submission is the final filing | No |
| 2007-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-12-01 | Plan is a collectively bargained plan | No |
