How big is GREG Taylor & Associates, PLLC's plan?

GREG Taylor & Associates, PLLC's plan reported $359K in assets and 9 participants for 2024.

Original filing (PDF)20250221073421NAL0004080899001

GREG Taylor & Associates, PLLC

Name: GREG Taylor & Associates, PLLC — GREG Taylor &, Form 5500 (2024)
Creator: GREG Taylor & Associates, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GREG Taylor & Associates 401(k) Plan

401(k) retirement plan · GREG Taylor & Associates, PLLC's GREG Taylor & Associates 401(k) Plan held $359K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$359K

Net assets (EOY)

$359K

Plan identifiers

GREG Taylor & Associates, PLLC's EIN is 45-2804082.

EIN 45-2804082

Plan number 001

Plan year 2024

ACK ID 20250221073421NAL0004080899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GREG Taylor & Associates, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GREG Taylor & Associates, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREG TAYLOR & ASSOCIATES, PLLC.

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score