· 2022–2024 · DOL EFAST2

JEFFREY B. TAYLOR DBA OUR FAMILY DOCTOR PA — JEFFREY B. TAYLOR CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251009115453NAL0015992306001

JEFFREY B. TAYLOR DBA OUR FAMILY DOCTOR PA

Form 5500-SF

FILING_RECEIVED

JEFFREY B. TAYLOR CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

13

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFREY B. TAYLOR DBA OUR FAMILY DOCTOR PA.

Plan sponsor

Name

JEFFREY B. TAYLOR DBA OUR FAMILY DOCTOR PA

EIN

20-1260137

Address

1919 SOUTH SHILOH SUITE 333 · GARLAND, TX · 75042

Phone

(972) 864-2050

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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