Original filing (PDF)20250916160129NAL0001393363001

CALVIN B. TAYLOR BANKING COMPANY

Name: CALVIN B. TAYLOR BANKING COMPANY — CALVIN B. TAYLOR BANKING COMPANY EMPLOYEE BENEFIT PLAN, Form 5500 (2024)
Creator: CALVIN B. TAYLOR BANKING COMPANY

Form 5500-SF

FILING_RECEIVED

CALVIN B. TAYLOR BANKING COMPANY EMPLOYEE BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade C

Average plan with room to improve

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 55% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALVIN B. TAYLOR BANKING COMPANY.

Plan sponsor

Name

CALVIN B. TAYLOR BANKING COMPANY

EIN