Taylor Frigon Capital Management LLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Taylor Frigon Capital Management LLC
  • Sponsor EIN: 743200466
  • Sponsor Address: 18835 N THOMPSON PEAK PKWY C-200, SCOTTSDALE, AZ, 85255
  • Plan Type: DC
  • Total Participants: 7
  • Total Assets: $2.2M

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.
20247$2.2M$0$0
20237$2.1M$0$0
20229$1.8M$220,400$0

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