How big is Taylor Wealth Management Group's plan?

Taylor Wealth Management Group's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250916084234NAL0001727569001

Taylor Wealth Management Group

Name: Taylor Wealth Management Group — Taylor Wealth, Form 5500 (2024)
Creator: Taylor Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Taylor Wealth Management Group 401(k) Plan

401(k) retirement plan · Taylor Wealth Management Group's Taylor Wealth Management Group 401(k) Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Taylor Wealth Management Group's EIN is 62-0387692.

EIN 62-0387692

Plan number 001

Plan year 2024

ACK ID 20250916084234NAL0001727569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Taylor Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Taylor Wealth Management Group's 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 TAYLOR WEALTH MANAGEMENT GROUP.

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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