Original filing (PDF)20251014170201NAL0006957986010

TAYLOR A. TAFF

Name: TAYLOR A. TAFF — TAYLOR A. TAFF 401K, Form 5500 (2024)
Creator: TAYLOR A. TAFF

Form 5500-SF

FILING_RECEIVED

TAYLOR A. TAFF 401K

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$742K

Net assets (EOY)

$742K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

TAYLOR A. TAFF

EIN

46-4365628all filings

Address

2925 FLORA STREET · SAN LUIS OBISPO, CA · 93401

Phone

(714) 232-5140

Industry

Offices of Physicians· 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

SOUTHEND GASTROENTEROLOGY ASSOCIATES, PLLC

SOUTHEND GASTROENTEROLOGY ASSOCIATES, PLLC, PROFIT SHARING PLAN

$742K · 3 participants

LOMA VISTA ENDOCRINOLOGY INC.

LOMA VISTA ENDOCRINOLOGY INC 401K PS PL & TRUST

$742K · 9 participants

SUMMIT DERMATOLOGY, PC

$742K · 15 participants

DAVID E. EISENBERG, MD, PC

DAVID E. EISENBERG, MD, PC 401(K) PROFIT SHARING PLAN

$742K · 4 participants

ANDREW BERMAN, M.D., INC.

ANDREW BERMAN, M.D., INC. 401(K) PROFIT SHARING PLAN

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