Department of Labor filing
Spot something wrong?MARY KATHERINE TAYLOR DDS PLLC
MARY KATHERINE TAYLOR DDS PLLC 401(K) PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received May 7, 2026Verified current terms Not available
Plan summary
What matters most
This plan has an employer contribution that still needs verification and vesting that still needs verification. Reported employer contributions also rank above most comparable plans.
61Fair plan health
high confidence
high confidence
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0%
How the score works →What still needs verification
vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202558out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions80th percentileTypical peer $1,906 · based on 56,903 comparable plans
Lower reported administrative expense6th percentileTypical peer $71 · based on 50,652 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, MARY KATHERINE TAYLOR DDS PLLC reported $42,860 in employer contributions across this plan, or $5,358 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $42,860 $5,358 per active participant
- Participant contributions
- $92,262
- Other contributions
- Not reported Amounts not classified as employer or participant contributions
- Employer share of contributions
- 31.7%
- Active participants
- 8 Small plan
- Total participants
- 13 13 at the beginning of the year
- Ending assets
- $2,397,171 $184,398 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $2,002,712
- Ending net assets
- $2,397,171
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $448,729
- Total expenses
- $54,270
- Administrative expenses
- $22,091 $1,699 per active participant
- Participant loans
- Not reported Not reported of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$5,358
2025
$1,699
2025
8
2025
$2,397,171
2025
Not reported
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $5,358 | 8 | 2.4M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- Not reported
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 882480513-003
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 1992
- Industry
- Health care and social assistance
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2A2E2F2G2J2K2T3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
10-K · report period May 31, 2026TAYLOR DEVICES, INC. — 10-K filed 2026-08-18 ↗
Official filing · details not yet checkedWhat it says about employer contributions
47.00 399,300 6.9 $ 22.89 1 4 . Retirement Plan: The Company maintains a retirement plan for essentially all employees pursuant to Section 401(k) of the Internal Revenue Code. The Company matches a percentage of employee voluntary salary deferrals subject to limitations. The Company may also make discretionary contributions as determined annually by the Company's Board of Directors. The amount expensed under the plan was $ 471,767 and $ 462,445 for the years ended May 31, 2026 and 2025. 15. Fair Value of Financial Instruments: The carrying amounts of cash and cash equivalents, accounts receivable, accounts payable, and accrued liabilities approximate fair value because of the short maturity of these instruments. The fair values of short-term investments were determined as described in Note
What it says about fees
s effective tax rate. The Company's practice is to recognize interest related to income tax matters in interest income / expense and to recognize penalties in selling, general and administrative expenses. The Company and its subsidiary file consolidated federal and state income tax returns. As of May 31, 2026, the Company had state investment tax credit carryforwards of approximately $546,000 expiring through May 2031. Results of Operations A summary of the period-to-period changes in the principal items included in the consolidated statements of income is shown below: Summary comparison of the years ended May 31, 2026 and 2025 Increase / (Decrease) Sales, net $ (4,643,000) Cost of goods sold $ (1,512,000) Research and development costs $ 332,000 Selling, general and administrative expense
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260507104520NAL0004829714001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗