Taylor Financial Group Inc
Plan context: Taylor Financial Group Inc 401(K) Profit Sharing Plan & Trust
EIN 54-1382027 • Roanoke, VA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$2,857,949
2025 Contributions
$225,382
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $2,857,949 | $225,382 | $45,076iApproximate average salary by contribution assumption: employee only about $1,126,910 at 4% or $751,273 at 6%; with 50% employer match about $751,273 at 4% or $500,849 at 6%; with 100% employer match about $563,455 at 4% or $375,637 at 6%. |
| Taylor Financial Group Inc 401(K) Profit Sharing Plan & Trust | - | 5 | $2,857,949 | $225,382 | $45,076iApproximate average salary by contribution assumption: employee only about $1,126,910 at 4% or $751,273 at 6%; with 50% employer match about $751,273 at 4% or $500,849 at 6%; with 100% employer match about $563,455 at 4% or $375,637 at 6%. |
| 2024 | 1 | 6 | $2,475,432 | $189,224 | $31,537iApproximate average salary by contribution assumption: employee only about $788,433 at 4% or $525,622 at 6%; with 50% employer match about $525,622 at 4% or $350,415 at 6%; with 100% employer match about $394,217 at 4% or $262,811 at 6%. |
| Taylor Financial Group Inc 401(K) Profit Sharing Plan & Trust | - | 6 | $2,475,432 | $189,224 | $31,537iApproximate average salary by contribution assumption: employee only about $788,433 at 4% or $525,622 at 6%; with 50% employer match about $525,622 at 4% or $350,415 at 6%; with 100% employer match about $394,217 at 4% or $262,811 at 6%. |
| 2023 | 1 | 5 | $1,926,511 | $205,724 | $41,145iApproximate average salary by contribution assumption: employee only about $1,028,620 at 4% or $685,747 at 6%; with 50% employer match about $685,747 at 4% or $457,164 at 6%; with 100% employer match about $514,310 at 4% or $342,873 at 6%. |
| Taylor Financial Group Inc 401(K) Profit Sharing Plan & Trust | - | 5 | $1,926,511 | $205,724 | $41,145iApproximate average salary by contribution assumption: employee only about $1,028,620 at 4% or $685,747 at 6%; with 50% employer match about $685,747 at 4% or $457,164 at 6%; with 100% employer match about $514,310 at 4% or $342,873 at 6%. |
| 2022 | 1 | 4 | $1,414,432 | $179,573 | $44,893iApproximate average salary by contribution assumption: employee only about $1,122,331 at 4% or $748,221 at 6%; with 50% employer match about $748,221 at 4% or $498,814 at 6%; with 100% employer match about $561,166 at 4% or $374,110 at 6%. |
| Taylor Financial Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $1,414,432 | $179,573 | $44,893iApproximate average salary by contribution assumption: employee only about $1,122,331 at 4% or $748,221 at 6%; with 50% employer match about $748,221 at 4% or $498,814 at 6%; with 100% employer match about $561,166 at 4% or $374,110 at 6%. |
| 2021 | 1 | 4 | $1,602,010 | $129,250 | $32,313iApproximate average salary by contribution assumption: employee only about $807,813 at 4% or $538,542 at 6%; with 50% employer match about $538,542 at 4% or $359,028 at 6%; with 100% employer match about $403,906 at 4% or $269,271 at 6%. |
| Taylor Financial Group Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $1,602,010 | $129,250 | $32,313iApproximate average salary by contribution assumption: employee only about $807,813 at 4% or $538,542 at 6%; with 50% employer match about $538,542 at 4% or $359,028 at 6%; with 100% employer match about $403,906 at 4% or $269,271 at 6%. |
| 2020 | 1 | 6 | $1,326,233 | $22,073 | $3,679iApproximate average salary by contribution assumption: employee only about $91,971 at 4% or $61,314 at 6%; with 50% employer match about $61,314 at 4% or $40,876 at 6%; with 100% employer match about $45,985 at 4% or $30,657 at 6%. |
| Taylor Financial Group Inc 401(K) Profit Sharing Plan & Trust | - | 6 | $1,326,233 | $22,073 | $3,679iApproximate average salary by contribution assumption: employee only about $91,971 at 4% or $61,314 at 6%; with 50% employer match about $61,314 at 4% or $40,876 at 6%; with 100% employer match about $45,985 at 4% or $30,657 at 6%. |