Original filing (PDF)20250925112445NAL0012073650001

STEPHEN M TAYLOR MD PC

Name: STEPHEN M TAYLOR MD PC — STEPHEN M TAYLOR MD PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: STEPHEN M TAYLOR MD PC

Form 5500-SF

FILING_RECEIVED

STEPHEN M TAYLOR MD PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPHEN M TAYLOR MD PC.

Plan sponsor

Name

STEPHEN M TAYLOR MD PC

EIN

20-0974267

Address

2100 HICKORY RIDGE CIR · VESTAVIA, AL · 352432925

Phone

(205) 790-2170

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

OUCH, PA

PHYSICIAN'S PAIN CENTER 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 17 participants

ANTHONY L. CAPASSO, M.D., P.A.

ANTHONY L. CAPASSO, M.D., P.A. 401(K) PROFIT SHARING PLAN

$1.8M · 3 participants

MINDWORK GROUP, LLC

MINDWORK GROUP 401(K) PLAN

$1.8M · 5 participants

PEYMAN SAADAT, M.D., INC.

PEYMAN SAADAT, M.D., INC. 401(K) PROFIT SHARING PLAN

$1.8M · 15 participants

COLUMBIA MENTAL HEALTH, LLC

COLUMBIA MENTAL HEALTH, LLC PROFIT SHARING PLAN