· 2022–2024 · DOL EFAST2

Caton & Taylor, P.A. — Caton & Taylor, PA, Profit, Form 5500 (2025)

Original filing (PDF)20260630142139NAL0012834289001

Caton & Taylor, P.A.

Form 5500-SF

FILING_RECEIVED

Caton & Taylor, PA, Profit Sharing Plan

401(k) retirement plan · Caton & Taylor, P.A.'s Caton & Taylor, PA, Profit Sharing Plan held $5.3M in plan assets for 16 participants in 2025.

Active participants

16

Accounts w/ balance

21

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

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

81

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CATON & TAYLOR, P.A.

EIN

59-1432566all filings

Address

2121 NW 40TH TERRACE STE C · GAINESVILLE, FL · 32605

Phone

(352) 375-7739

Industry

Offices of Dentists· Health Care & Social Assistance

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

2026-06-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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FINK Dental Center, PLLC

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