P 401(k) Plan Report

Stable plan record

TAYLOR WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by TAYLOR WEALTH MANAGEMENT INC · EIN/PN 872409718-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$4,087
Administrative cost per participant
2025
$474
Active participants
2025
4
Total plan assets
2025
$395,599
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260610151906NAL00046988650014$4,087
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.