Robert K. Taylor 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Robert K. Taylor
  • Sponsor EIN: 680463317
  • Sponsor Address: PO BOX 30699, WALNUT CREEK, CA, 945972738
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20234$0$27,281$81,181
20224$4.7M$27,877$85,954

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