Original filing (PDF)20250731124938NAL0008529744001

TAYLOR & SONS, INC. DBA TAYLOR & SONS CHEVROLET

Name: TAYLOR & SONS, INC. DBA TAYLOR & SONS CHEVROLET — TAYLOR & SONS, INC. DBA TAYLOR & SONS CHEVROLET 401(K) PLAN, Form 5500 (2024)
Creator: TAYLOR & SONS, INC. DBA TAYLOR & SONS CHEVROLET

Form 5500-SF

FILING_RECEIVED

TAYLOR & SONS, INC. DBA TAYLOR & SONS CHEVROLET 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAYLOR & SONS, INC. DBA TAYLOR & SONS CHEVROLET.

Plan sponsor

Name

TAYLOR & SONS, INC. DBA TAYLOR & SONS CHEVROLET

EIN

82-0422650

Address

476751 HWY. 95 N. · PONDERAY, ID · 83852

Phone

(208) 263-2138

Industry

Retail Tradesee all

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES, LLC.

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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