Taylor, Taylor & Taylor, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Taylor, Taylor & Taylor, INC.
  • Sponsor EIN: 540949430
  • Sponsor Address: 11213 NUCKOLS RD STE E, GLEN ALLEN, VA, 230595754
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $9.2M

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.
20246$9.2M$40,000$0
20236$9.2M$40,000$0
20226$8.9M$41,000$0

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