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STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN
Plan identification number 002

STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

STEPHEN D. TAYLOR, D.M.D. has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN D. TAYLOR, D.M.D.
Employer identification number (EIN):330940386
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STEPHEN D. TAYLOR, D.M.D.2024-06-29 STEPHEN D. TAYLOR, D.M.D.2024-06-29
0022022-01-01STEPHEN D. TAYLOR, D.M.D.2023-02-25 STEPHEN D. TAYLOR, D.M.D.2023-02-25
0022022-01-01STEPHEN D. TAYLOR, D.M.D.2024-06-29 STEPHEN D. TAYLOR, D.M.D.2024-06-29
0022021-01-01STEPHEN D. TAYLOR, D.M.D.2022-08-08 STEPHEN D. TAYLOR, D.M.D.2022-08-08
0022020-01-01STEPHEN D. TAYLOR, D.M.D.2021-03-29 STEPHEN D. TAYLOR, D.M.D.2021-03-29
0022019-01-01STEPHEN D. TAYLOR, D.M.D.2020-06-12 STEPHEN D. TAYLOR, D.M.D.2020-06-12
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01STEPHEN D. TAYLOR, D.M.D.2013-09-24 STEPHEN D. TAYLOR, D.M.D.2013-09-24

Plan Statistics for STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Number of participants with account balances2023-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$439,309
Expenses. Total of all expenses incurred2023-12-31$259,070
Benefits paid (including direct rollovers)2023-12-31$259,070
Total plan assets at end of year2023-12-31$6,783,809
Total plan assets at beginning of year2023-12-31$6,603,570
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$439,309
Net income (gross income less expenses)2023-12-31$180,239
Net plan assets at end of year (total assets less liabilities)2023-12-31$6,783,809
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$6,603,570
Assets. Value of real-estate (other than employer real property)2023-12-31$5,900,000
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-373,738
Expenses. Total of all expenses incurred2022-12-31$273,726
Benefits paid (including direct rollovers)2022-12-31$273,726
Total plan assets at end of year2022-12-31$6,606,278
Total plan assets at beginning of year2022-12-31$7,253,742
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-373,738
Net income (gross income less expenses)2022-12-31$-647,464
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,606,278
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,253,742
Assets. Value of real-estate (other than employer real property)2022-12-31$4,250,000
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$796,040
Expenses. Total of all expenses incurred2021-12-31$262,509
Benefits paid (including direct rollovers)2021-12-31$262,509
Total plan assets at end of year2021-12-31$7,253,742
Total plan assets at beginning of year2021-12-31$6,720,211
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$796,040
Net income (gross income less expenses)2021-12-31$533,531
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,253,742
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,720,211
Assets. Value of real-estate (other than employer real property)2021-12-31$2,700,000
Total contributions received or receivable from employer(s)2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,324,069
Expenses. Total of all expenses incurred2020-12-31$135,911
Benefits paid (including direct rollovers)2020-12-31$135,911
Total plan assets at end of year2020-12-31$6,720,211
Total plan assets at beginning of year2020-12-31$5,532,053
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,324,069
Net income (gross income less expenses)2020-12-31$1,188,158
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,720,211
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,532,053
Assets. Value of real-estate (other than employer real property)2020-12-31$1,600,000
Total contributions received or receivable from employer(s)2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,228,175
Expenses. Total of all expenses incurred2019-12-31$917,649
Benefits paid (including direct rollovers)2019-12-31$917,649
Total plan assets at end of year2019-12-31$5,532,053
Total plan assets at beginning of year2019-12-31$5,221,527
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,228,175
Net income (gross income less expenses)2019-12-31$310,526
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,532,053
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,221,527
Assets. Value of real-estate (other than employer real property)2019-12-31$1,000,000
Total contributions received or receivable from employer(s)2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-626,362
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$5,221,527
Total plan assets at beginning of year2018-12-31$5,847,889
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-626,362
Net income (gross income less expenses)2018-12-31$-626,362
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,221,527
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,847,889
Assets. Value of real-estate (other than employer real property)2018-12-31$1,000,000
Total contributions received or receivable from employer(s)2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$817,477
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$5,847,889
Total plan assets at beginning of year2017-12-31$5,030,412
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$817,477
Net income (gross income less expenses)2017-12-31$817,477
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,847,889
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,030,412
Assets. Value of real-estate (other than employer real property)2017-12-31$1,350,000
Total contributions received or receivable from employer(s)2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$104,469
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$5,030,412
Total plan assets at beginning of year2016-12-31$4,925,943
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$54,634
Net income (gross income less expenses)2016-12-31$104,469
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,030,412
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,925,943
Assets. Value of real-estate (other than employer real property)2016-12-31$1,200,000
Total contributions received or receivable from employer(s)2016-12-31$49,835
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$191,562
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$4,925,943
Total plan assets at beginning of year2015-12-31$4,734,381
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$141,728
Net income (gross income less expenses)2015-12-31$191,562
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,925,943
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,734,381
Assets. Value of real-estate (other than employer real property)2015-12-31$1,200,000
Total contributions received or receivable from employer(s)2015-12-31$49,834
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0

Form 5500 Responses for STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN

2023: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEPHEN D. TAYLOR, D.M.D. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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