TAYLOR FAMILY FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC.
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC. 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-16 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-16 | 6342 |
| Net assets as of the end of the plan year | 2025-06-16 | 626593 |
| Total assets as of the beginning of the plan year | 2025-06-16 | 442118 |
| Value of plan covered by a fidelity bond | 2025-06-16 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-16 | 51000 |
| Other expenses paid from plan in this plan year | 2025-06-16 | 3146 |
| Other contributions to plan in this plan year | 2025-06-16 | 0 |
| Other income to plan in this plan year | 2025-06-16 | 88817 |
| Plan net income in this plan year | 2025-06-16 | 184475 |
| Net assets as of the end of the plan year | 2025-06-16 | 626593 |
| Net assets as of the beginning of the plan year | 2025-06-16 | 442118 |
| Employer contributions to plan in this plan year | 2025-06-16 | 51000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-16 | 3196 |
| 2024 : RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC. 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-10 | 112633 |
| Net assets as of the end of the plan year | 2024-04-10 | 442118 |
| Total assets as of the beginning of the plan year | 2024-04-10 | 416560 |
| Value of plan covered by a fidelity bond | 2024-04-10 | 100000 |
| Participant contributions to plan in this plan year | 2024-04-10 | 4700 |
| Other expenses paid from plan in this plan year | 2024-04-10 | 0 |
| Other contributions to plan in this plan year | 2024-04-10 | 0 |
| Other income to plan in this plan year | 2024-04-10 | 44591 |
| Plan net income in this plan year | 2024-04-10 | 25558 |
| Net assets as of the end of the plan year | 2024-04-10 | 442118 |
| Net assets as of the beginning of the plan year | 2024-04-10 | 416560 |
| Employer contributions to plan in this plan year | 2024-04-10 | 88900 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-10 | 325 |
| 2022 : RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC. 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-03 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-03 | 152280 |
| Net assets as of the end of the plan year | 2022-06-03 | 400390 |
| Total assets as of the beginning of the plan year | 2022-06-03 | 429187 |
| Value of plan covered by a fidelity bond | 2022-06-03 | 75000 |
| Participant contributions to plan in this plan year | 2022-06-03 | 35500 |
| Other expenses paid from plan in this plan year | 2022-06-03 | 280 |
| Other contributions to plan in this plan year | 2022-06-03 | 0 |
| Other income to plan in this plan year | 2022-06-03 | 52483 |
| Plan net income in this plan year | 2022-06-03 | -28797 |
| Net assets as of the end of the plan year | 2022-06-03 | 400390 |
| Net assets as of the beginning of the plan year | 2022-06-03 | 429187 |
| Employer contributions to plan in this plan year | 2022-06-03 | 35500 |
| 2014 : RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC. 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $320 |
| Total income from all sources | 2014-12-31 | $78,755 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $81 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $247,672 |
| Total plan assets at beginning of year | 2014-12-31 | $168,678 |
| Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $35,430 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $81 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $5,695 |
| Net income (gross income less expenses) | 2014-12-31 | $78,674 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $247,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $168,678 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $37,630 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| 2013 : RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC. 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $91,818 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $70,061 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $70,061 |
| Total plan assets at end of year | 2013-12-31 | $168,678 |
| Total plan assets at beginning of year | 2013-12-31 | $146,921 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $41,760 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $9,818 |
| Net income (gross income less expenses) | 2013-12-31 | $21,757 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $168,678 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $146,921 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $40,240 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC. 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $88,823 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $216,167 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $215,928 |
| Total plan assets at end of year | 2012-12-31 | $146,921 |
| Total plan assets at beginning of year | 2012-12-31 | $274,265 |
| Value of fidelity bond covering the plan | 2012-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $39,480 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $239 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $10,543 |
| Net income (gross income less expenses) | 2012-12-31 | $-127,344 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $146,921 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $274,265 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $38,800 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC. 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $63,394 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $325 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $274,265 |
| Total plan assets at beginning of year | 2011-12-31 | $211,196 |
| Value of fidelity bond covering the plan | 2011-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $36,400 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $325 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-9,406 |
| Net income (gross income less expenses) | 2011-12-31 | $63,069 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $274,265 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $211,196 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $36,400 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 2010 : RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC. 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $79,663 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $211,196 |
| Total plan assets at beginning of year | 2010-12-31 | $131,533 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $29,780 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $20,509 |
| Net income (gross income less expenses) | 2010-12-31 | $79,663 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $211,196 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $131,533 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $29,374 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2014: RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC. 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC. 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC. 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC. 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC. 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: RETIREMENT PLAN FOR TAYLOR FAMILY FOUNDATION, INC. 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
