Plan Snapshot
- Plan Sponsor: P. A. Taylor & Associates, INC.
- Sponsor EIN: 272549205
- Sponsor Address: 2257 SOUTH 1100 EAST, SUITE 203, SALT LAKE CITY, UT, 84106
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 0 | $0 | $3,216 | $450 |
| 2023 | 0 | $411,772 | $6,053 | $21,930 |
| 2022 | 3 | $516,322 | $11,751 | $25,380 |