How big is Joe W. Taylor, CPAS' plan?

Joe W. Taylor, CPAS' plan reported $781K in assets and 5 participants for 2025.

Original filing (PDF)20260430075038NAL0006295299001

Joe W. Taylor, CPAS

Name: Joe W. Taylor, CPAS — Form 5500 (2025)
Creator: Joe W. Taylor, CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joe W. Taylor, CPAS

401(k) retirement plan · Joe W. Taylor, CPAS held $781K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$781K

Net assets (EOY)

$781K

Plan identifiers

Joe W. Taylor, CPAS' EIN is 46-1918888.

EIN 46-1918888

Plan number 001

Plan year 2025

ACK ID 20260430075038NAL0006295299001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joe W. Taylor, CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joe W. Taylor, CPAS' 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 JOE W. TAYLOR, CPAS.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

JOE W. TAYLOR, CPAS

EIN

all filings

Address

1733 CAMPUS PLAZA COURT, SUITE 4 · BOWLING GREEN, KY · 42102

Phone

(270) 781-0324

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

Hirsch & SHAH, LLC

Hirsch & SHAH, LLC 401(k) Plan

$781K · 8 participants

Smith & Company CPAS

Smith & Company CPAS 401(k) Plan

$780K · 6 participants

Jessica A. Brenner, CPA

Jessica A. Brenner Profit Sharing Plan

$780K · 1 participants

Karen S. Schmidt, CPA, PLLC

Karen S. Schmidt, CPA, PLLC 401(k) Plan

$782K · 2 participants

Reddick, Riggs, Hunter & Colson, P.C.

Reddick, Riggs & Hunter, P.C. 401(k) Profit Sharing Plan

$780K · 9 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.