J. TAYLOR & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J. TAYLOR & ASSOC. LLC 401(K) PLAN
401k plan membership statisitcs for J. TAYLOR & ASSOC. LLC 401(K) PLAN
Measure | Date | Value |
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2022: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 15 |
Total of all active and inactive participants | 2022-01-01 | 110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 111 |
Number of participants with account balances | 2022-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 22 |
Total of all active and inactive participants | 2021-01-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 100 |
Number of participants with account balances | 2021-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 67 |
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 | 18 |
Total of all active and inactive participants | 2020-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 86 |
Number of participants with account balances | 2020-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 65 |
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 | 15 |
Total of all active and inactive participants | 2019-01-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 81 |
Number of participants with account balances | 2019-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 51 |
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 | 15 |
Total of all active and inactive participants | 2018-01-01 | 66 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 67 |
Number of participants with account balances | 2018-01-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 42 |
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 | 13 |
Total of all active and inactive participants | 2017-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 56 |
Number of participants with account balances | 2017-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2014: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 37 |
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 | 10 |
Total of all active and inactive participants | 2014-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 47 |
Number of participants with account balances | 2014-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 35 |
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 | 7 |
Total of all active and inactive participants | 2013-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 42 |
Number of participants with account balances | 2013-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 33 |
Number of participants with account balances | 2012-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 29 |
Number of participants with account balances | 2011-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 21 |
Number of participants with account balances | 2009-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2022 : J. TAYLOR & ASSOC. LLC 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-442,685 |
Expenses. Total of all expenses incurred | 2022-12-31 | $256,406 |
Benefits paid (including direct rollovers) | 2022-12-31 | $216,718 |
Total plan assets at end of year | 2022-12-31 | $8,453,595 |
Total plan assets at beginning of year | 2022-12-31 | $9,152,686 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $819,602 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $14,578 |
Other income received | 2022-12-31 | $-1,697,612 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-699,091 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,453,595 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,152,686 |
Assets. Value of participant loans | 2022-12-31 | $11,197 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $420,747 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $39,688 |
2021 : J. TAYLOR & ASSOC. LLC 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $2,348,268 |
Expenses. Total of all expenses incurred | 2021-12-31 | $325,861 |
Benefits paid (including direct rollovers) | 2021-12-31 | $279,765 |
Total plan assets at end of year | 2021-12-31 | $9,152,686 |
Total plan assets at beginning of year | 2021-12-31 | $7,130,279 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $611,074 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $16,395 |
Other income received | 2021-12-31 | $1,351,241 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $2,022,407 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,152,686 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,130,279 |
Assets. Value of participant loans | 2021-12-31 | $1,465 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $369,558 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $46,096 |
2020 : J. TAYLOR & ASSOC. LLC 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $2,163,802 |
Expenses. Total of all expenses incurred | 2020-12-31 | $442,545 |
Benefits paid (including direct rollovers) | 2020-12-31 | $411,241 |
Total plan assets at end of year | 2020-12-31 | $7,130,279 |
Total plan assets at beginning of year | 2020-12-31 | $5,409,022 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $594,265 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $82,290 |
Other income received | 2020-12-31 | $1,068,684 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $1,721,257 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,130,279 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,409,022 |
Assets. Value of participant loans | 2020-12-31 | $4,971 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $418,563 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $3 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $31,301 |
2019 : J. TAYLOR & ASSOC. LLC 401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
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 | $1,749,299 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,147,147 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,120,489 |
Total plan assets at end of year | 2019-12-31 | $5,409,022 |
Total plan assets at beginning of year | 2019-12-31 | $4,806,870 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $320,256 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $14,884 |
Other income received | 2019-12-31 | $1,038,783 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $602,152 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,409,022 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,806,870 |
Assets. Value of participant loans | 2019-12-31 | $8,447 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $375,376 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $26,658 |
2018 : J. TAYLOR & ASSOC. LLC 401(K) PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
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 | $364,367 |
Expenses. Total of all expenses incurred | 2018-12-31 | $202,779 |
Benefits paid (including direct rollovers) | 2018-12-31 | $173,916 |
Total plan assets at end of year | 2018-12-31 | $4,806,870 |
Total plan assets at beginning of year | 2018-12-31 | $4,645,282 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $586,483 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $47,145 |
Other income received | 2018-12-31 | $-269,261 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $161,588 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,806,870 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,645,282 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $28,863 |
2017 : J. TAYLOR & ASSOC. LLC 401(K) PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
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 | $2,001,051 |
Expenses. Total of all expenses incurred | 2017-12-31 | $216,794 |
Benefits paid (including direct rollovers) | 2017-12-31 | $209,587 |
Total plan assets at end of year | 2017-12-31 | $4,645,282 |
Total plan assets at beginning of year | 2017-12-31 | $2,861,025 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $341,036 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $941,508 |
Other income received | 2017-12-31 | $625,433 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,784,257 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,645,282 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,861,025 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $93,074 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,207 |
2014 : J. TAYLOR & ASSOC. LLC 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $380,247 |
Expenses. Total of all expenses incurred | 2014-12-31 | $273,648 |
Benefits paid (including direct rollovers) | 2014-12-31 | $273,512 |
Total plan assets at end of year | 2014-12-31 | $2,128,382 |
Total plan assets at beginning of year | 2014-12-31 | $2,021,783 |
Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
Total contributions received or receivable from participants | 2014-12-31 | $160,801 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $136 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $144,338 |
Net income (gross income less expenses) | 2014-12-31 | $106,599 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,128,382 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,021,783 |
Assets. Value of participant loans | 2014-12-31 | $10,919 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $75,108 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : J. TAYLOR & ASSOC. LLC 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $570,590 |
Expenses. Total of all expenses incurred | 2013-12-31 | $18,836 |
Benefits paid (including direct rollovers) | 2013-12-31 | $18,787 |
Total plan assets at end of year | 2013-12-31 | $2,021,783 |
Total plan assets at beginning of year | 2013-12-31 | $1,470,029 |
Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
Total contributions received or receivable from participants | 2013-12-31 | $126,736 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $49 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $357,700 |
Net income (gross income less expenses) | 2013-12-31 | $551,754 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,021,783 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,470,029 |
Assets. Value of participant loans | 2013-12-31 | $41,959 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $86,154 |
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 : J. TAYLOR & ASSOC. LLC 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $677,057 |
Expenses. Total of all expenses incurred | 2012-12-31 | $104,914 |
Benefits paid (including direct rollovers) | 2012-12-31 | $104,821 |
Total plan assets at end of year | 2012-12-31 | $1,470,029 |
Total plan assets at beginning of year | 2012-12-31 | $897,886 |
Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
Total contributions received or receivable from participants | 2012-12-31 | $139,729 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $93 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $296,951 |
Other income received | 2012-12-31 | $178,162 |
Net income (gross income less expenses) | 2012-12-31 | $572,143 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,470,029 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $897,886 |
Assets. Value of participant loans | 2012-12-31 | $52,595 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $62,215 |
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 : J. TAYLOR & ASSOC. LLC 401(K) PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $130,994 |
Expenses. Total of all expenses incurred | 2011-12-31 | $66 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $897,886 |
Total plan assets at beginning of year | 2011-12-31 | $766,958 |
Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
Total contributions received or receivable from participants | 2011-12-31 | $111,901 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $66 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-58,485 |
Net income (gross income less expenses) | 2011-12-31 | $130,928 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $897,886 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $766,958 |
Assets. Value of participant loans | 2011-12-31 | $4,658 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $77,578 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
2010 : J. TAYLOR & ASSOC. LLC 401(K) PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $410,321 |
Expenses. Total of all expenses incurred | 2010-12-31 | $39,155 |
Benefits paid (including direct rollovers) | 2010-12-31 | $39,101 |
Total plan assets at end of year | 2010-12-31 | $766,958 |
Total plan assets at beginning of year | 2010-12-31 | $395,792 |
Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
Total contributions received or receivable from participants | 2010-12-31 | $162,333 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $54 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $83,233 |
Other income received | 2010-12-31 | $87,568 |
Net income (gross income less expenses) | 2010-12-31 | $371,166 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $766,958 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $395,792 |
Assets. Value of participant loans | 2010-12-31 | $920 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $77,187 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : J. TAYLOR & ASSOC. LLC 401(K) PLAN 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2022: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
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: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2019 form 5500 responses |
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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: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2018 form 5500 responses |
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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: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2017 form 5500 responses |
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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 |
2014: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2014 form 5500 responses |
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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: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2013 form 5500 responses |
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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: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2012 form 5500 responses |
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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: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2011 form 5500 responses |
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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 |
2009: J. TAYLOR & ASSOC. LLC 401(K) PLAN 2009 form 5500 responses |
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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 |