How big is Cooch and Taylor, P.A.'s plan?

Cooch and Taylor, P.A.'s plan reported $5.5M in assets and 11 participants for 2024.

Original filing (PDF)20250923104830NAL0006262321001

Cooch and Taylor, P.A.

Name: Cooch and Taylor, P.A. — Cooch and Taylor 401(k), Form 5500 (2024)
Creator: Cooch and Taylor, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cooch and Taylor 401(k) Plan

401(k) retirement plan · Cooch and Taylor, P.A.'s Cooch and Taylor 401(k) Plan held $5.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

Cooch and Taylor, P.A.'s EIN is 51-0260049.

EIN 51-0260049

Plan number 001

Plan year 2024

ACK ID 20250923104830NAL0006262321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cooch and Taylor, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cooch and Taylor, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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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