Civic Intelligence

Taylor Financial Group LLC

Plan context: TAYLOR FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN

EIN 22-3764368 • Franklin Lakes, NJ • 21 filings • 4 plans

795 Franklin AvenueBldg. C, Suite 202Franklin Lakes, NJ 07417
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,318,111

2024 Contributions

$758,147

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,191,452$1,595,726$0201120182024YearValue
$2,318,111Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1370201120182024YearValue
5Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202425$2,318,111$758,147$151,629iApproximate average salary by contribution assumption: employee only about $3,790,735 at 4% or $2,527,157 at 6%; with 50% employer match about $2,527,157 at 4% or $1,684,771 at 6%; with 100% employer match about $1,895,368 at 4% or $1,263,578 at 6%.
TAYLOR FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN-5$2,318,111$657,000$131,400iApproximate average salary by contribution assumption: employee only about $3,285,000 at 4% or $2,190,000 at 6%; with 50% employer match about $2,190,000 at 4% or $1,460,000 at 6%; with 100% employer match about $1,642,500 at 4% or $1,095,000 at 6%.
Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust-0$0$101,147-
202327$3,191,452$217,100$31,014iApproximate average salary by contribution assumption: employee only about $775,357 at 4% or $516,905 at 6%; with 50% employer match about $516,905 at 4% or $344,603 at 6%; with 100% employer match about $387,679 at 4% or $258,452 at 6%.
Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust-6$1,838,719$167,100$27,850iApproximate average salary by contribution assumption: employee only about $696,250 at 4% or $464,167 at 6%; with 50% employer match about $464,167 at 4% or $309,444 at 6%; with 100% employer match about $348,125 at 4% or $232,083 at 6%.
TAYLOR FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN-7$1,352,733$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
2022211$2,551,167$357,389$32,490iApproximate average salary by contribution assumption: employee only about $812,248 at 4% or $541,498 at 6%; with 50% employer match about $541,498 at 4% or $360,999 at 6%; with 100% employer match about $406,124 at 4% or $270,749 at 6%.
Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust-11$1,567,167$207,389$18,854iApproximate average salary by contribution assumption: employee only about $471,339 at 4% or $314,226 at 6%; with 50% employer match about $314,226 at 4% or $209,484 at 6%; with 100% employer match about $235,669 at 4% or $157,113 at 6%.
TAYLOR FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN-9$984,000$150,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
2021213$2,696,892$361,568$27,813iApproximate average salary by contribution assumption: employee only about $695,323 at 4% or $463,549 at 6%; with 50% employer match about $463,549 at 4% or $309,032 at 6%; with 100% employer match about $347,662 at 4% or $231,774 at 6%.
Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust-13$1,608,217$211,571$16,275iApproximate average salary by contribution assumption: employee only about $406,867 at 4% or $271,245 at 6%; with 50% employer match about $271,245 at 4% or $180,830 at 6%; with 100% employer match about $203,434 at 4% or $135,622 at 6%.
TAYLOR FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN-9$1,088,675$149,997$16,666iApproximate average salary by contribution assumption: employee only about $416,658 at 4% or $277,772 at 6%; with 50% employer match about $277,772 at 4% or $185,181 at 6%; with 100% employer match about $208,329 at 4% or $138,886 at 6%.
2020211$2,059,244$359,375$32,670iApproximate average salary by contribution assumption: employee only about $816,761 at 4% or $544,508 at 6%; with 50% employer match about $544,508 at 4% or $363,005 at 6%; with 100% employer match about $408,381 at 4% or $272,254 at 6%.
Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust-11$1,212,683$209,375$19,034iApproximate average salary by contribution assumption: employee only about $475,852 at 4% or $317,235 at 6%; with 50% employer match about $317,235 at 4% or $211,490 at 6%; with 100% employer match about $237,926 at 4% or $158,617 at 6%.
TAYLOR FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN-6$846,561$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2019210$1,403,968$375,799$37,580iApproximate average salary by contribution assumption: employee only about $939,498 at 4% or $626,332 at 6%; with 50% employer match about $626,332 at 4% or $417,554 at 6%; with 100% employer match about $469,749 at 4% or $313,166 at 6%.
Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust-10$812,669$166,910$16,691iApproximate average salary by contribution assumption: employee only about $417,275 at 4% or $278,183 at 6%; with 50% employer match about $278,183 at 4% or $185,456 at 6%; with 100% employer match about $208,638 at 4% or $139,092 at 6%.
TAYLOR FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN-6$591,299$208,889$34,815iApproximate average salary by contribution assumption: employee only about $870,371 at 4% or $580,247 at 6%; with 50% employer match about $580,247 at 4% or $386,831 at 6%; with 100% employer match about $435,185 at 4% or $290,124 at 6%.
201829$976,503$564,901$62,767iApproximate average salary by contribution assumption: employee only about $1,569,169 at 4% or $1,046,113 at 6%; with 50% employer match about $1,046,113 at 4% or $697,409 at 6%; with 100% employer match about $784,585 at 4% or $523,056 at 6%.
Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust-9$620,171$194,901$21,656iApproximate average salary by contribution assumption: employee only about $541,392 at 4% or $360,928 at 6%; with 50% employer match about $360,928 at 4% or $240,619 at 6%; with 100% employer match about $270,696 at 4% or $180,464 at 6%.
TAYLOR FINANCIAL GROUP LLC CASH BALANCE PENSION PLAN-6$356,332$370,000$61,667iApproximate average salary by contribution assumption: employee only about $1,541,667 at 4% or $1,027,778 at 6%; with 50% employer match about $1,027,778 at 4% or $685,185 at 6%; with 100% employer match about $770,833 at 4% or $513,889 at 6%.
201717$667,625$77,100$11,014iApproximate average salary by contribution assumption: employee only about $275,357 at 4% or $183,571 at 6%; with 50% employer match about $183,571 at 4% or $122,381 at 6%; with 100% employer match about $137,679 at 4% or $91,786 at 6%.
Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust-7$667,625$77,100$11,014iApproximate average salary by contribution assumption: employee only about $275,357 at 4% or $183,571 at 6%; with 50% employer match about $183,571 at 4% or $122,381 at 6%; with 100% employer match about $137,679 at 4% or $91,786 at 6%.
201616$504,979$274,795$45,799iApproximate average salary by contribution assumption: employee only about $1,144,979 at 4% or $763,319 at 6%; with 50% employer match about $763,319 at 4% or $508,880 at 6%; with 100% employer match about $572,490 at 4% or $381,660 at 6%.
Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust-6$504,979$274,795$45,799iApproximate average salary by contribution assumption: employee only about $1,144,979 at 4% or $763,319 at 6%; with 50% employer match about $763,319 at 4% or $508,880 at 6%; with 100% employer match about $572,490 at 4% or $381,660 at 6%.
201514$321,137$50,117$12,529iApproximate average salary by contribution assumption: employee only about $313,231 at 4% or $208,821 at 6%; with 50% employer match about $208,821 at 4% or $139,214 at 6%; with 100% employer match about $156,616 at 4% or $104,410 at 6%.
Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust-4$321,137$50,117$12,529iApproximate average salary by contribution assumption: employee only about $313,231 at 4% or $208,821 at 6%; with 50% employer match about $208,821 at 4% or $139,214 at 6%; with 100% employer match about $156,616 at 4% or $104,410 at 6%.
201414$290,937$63,839$15,960iApproximate average salary by contribution assumption: employee only about $398,994 at 4% or $265,996 at 6%; with 50% employer match about $265,996 at 4% or $177,331 at 6%; with 100% employer match about $199,497 at 4% or $132,998 at 6%.
Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust-4$290,937$63,839$15,960iApproximate average salary by contribution assumption: employee only about $398,994 at 4% or $265,996 at 6%; with 50% employer match about $265,996 at 4% or $177,331 at 6%; with 100% employer match about $199,497 at 4% or $132,998 at 6%.
201315$222,180$142,688$28,538iApproximate average salary by contribution assumption: employee only about $713,440 at 4% or $475,627 at 6%; with 50% employer match about $475,627 at 4% or $317,084 at 6%; with 100% employer match about $356,720 at 4% or $237,813 at 6%.
Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust-5$222,180$142,688$28,538iApproximate average salary by contribution assumption: employee only about $713,440 at 4% or $475,627 at 6%; with 50% employer match about $475,627 at 4% or $317,084 at 6%; with 100% employer match about $356,720 at 4% or $237,813 at 6%.
201216$64,318$49,435$8,239iApproximate average salary by contribution assumption: employee only about $205,979 at 4% or $137,319 at 6%; with 50% employer match about $137,319 at 4% or $91,546 at 6%; with 100% employer match about $102,990 at 4% or $68,660 at 6%.
Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust-6$64,318$49,435$8,239iApproximate average salary by contribution assumption: employee only about $205,979 at 4% or $137,319 at 6%; with 50% employer match about $137,319 at 4% or $91,546 at 6%; with 100% employer match about $102,990 at 4% or $68,660 at 6%.
201115$10,747$10,619$2,124iApproximate average salary by contribution assumption: employee only about $53,095 at 4% or $35,397 at 6%; with 50% employer match about $35,397 at 4% or $23,598 at 6%; with 100% employer match about $26,548 at 4% or $17,698 at 6%.
Taylor Financial Group LLC 401(K) Profit Sharing Plan & Trust-5$10,747$10,619$2,124iApproximate average salary by contribution assumption: employee only about $53,095 at 4% or $35,397 at 6%; with 50% employer match about $35,397 at 4% or $23,598 at 6%; with 100% employer match about $26,548 at 4% or $17,698 at 6%.