Original filing (PDF)20251015101509NAL0002130291012

TAYLOR & ASSOCIATES ARCHITECTS

Name: TAYLOR & ASSOCIATES ARCHITECTS — TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: TAYLOR & ASSOCIATES ARCHITECTS

Form 5500

FILING_RECEIVED

TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 1

100% in single holding

Active participants

Accounts w/ balance

141

Plan assets (EOY)

$13.9M

Net assets (EOY)

$13.9M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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 TAYLOR & ASSOCIATES ARCHITECTS.

Plan sponsor

Name

TAYLOR & ASSOCIATES ARCHITECTS

EIN

33-0166584

Address

1735 FLIGHT WAY, STE 300 · TUSTIN, CA · 92782

Phone

(949) 734-6767

Industry

Professional & Technical Servicessee 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

2025-10-15

Pension benefit codes

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

ROORDA, PIQUET & BESSEE, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $13.5M(98% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Taylor & Associates Architects, Inc.	—	131,467	$5.7M	$13.5M	97.7%
	American Business Bank	—	—	—	$6K	<0.1%

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