Department of Labor filing

J.F. TAYLOR, INC.

J.F. TAYLOR, INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jul 30, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

61filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$3,924

Reported employer contributions per active participant.

Higher than about 61% of comparable plans

#People in the filing

571

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$92 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 61% of comparable plans

↗Investment performance

Not available

Plan assets changed 21.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202461out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions61st percentileTypical peer $3,106 · based on 1,380 comparable plans

Lower reported administrative expense61st percentileTypical peer $113 · based on 1,398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, J.F. TAYLOR, INC. reported $2,240,442 in employer contributions across the plan and 571 active participants. That works out to $3,924 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy76%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 2.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 55.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context61/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,240,442
Participant contributions: $5,486,783
Other contributions: $8,447,982
Employer share of reported contributions: 29.0%
Beginning assets: $120,831,679
Ending assets: $146,543,314
Ending net assets: $146,543,314
Ending liabilities: $0
Total income: $35,161,828
Total expenses: $9,450,193
Administrative expenses: $65,681
Participant loans: $694,499

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$4,028

2023

$4,056

2024

$3,924

Plan-paid administrative expenses per participant

2022

$205

2023

$141

2024

$92

Active participants

2022

474

2023

476

2024

571

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,924	571	146.5M	20250730085004NAL0002189907001
2023	$4,056	476	120.8M	20240911112031NAL0003594899001
2022	$4,028	474	101.8M	20230814152022NAL0066494242001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 521397047-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1988
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R2T3B3D

Current plan terms

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Filing ACK_ID20250730085004NAL0002189907001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗