Profit Sharing · DOL Form 5500 · 2022
Taylor Frigon Capital Management LLC Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $223,753
- Avg per participant Above avg balance/head
Official DOL plan name: Taylor Frigon Profit Sharing Plan · Sponsored by Taylor Frigon Capital Management LLC · Arizona · Finance & Insurance
$2M in assets, 8 participants
Taylor Frigon Capital Management LLC's Taylor Frigon Profit Sharing Plan reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,002 in Finance & Insurance (9,261 peers)
Taylor Frigon Capital Management LLC multi-year trail
Taylor Frigon Capital Management LLC's plans moved +24.0% in assets from 2022 to 2024; this filing shows Taylor Frigon Profit Sharing Plan at $2M / 8 participants.
- #2,002
- in Finance & Insurance (9,261 peers)
- -6.9%
- assets change YoY
The plan reported a net loss of $130K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Taylor Frigon Profit Sharing Plan among the smaller filed plans by assets
Taylor Frigon Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,790,020 32nd percentile higher than 32% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Taylor Frigon Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor Frigon Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 743200466 · Taylor Frigon Capital Management LLC PY 2022 · Profit Sharing
Taylor Frigon Profit Sharing Plan · $2M · 8 · 32nd
- EOY $2M
- 5500 8
- ASSETS 32nd
- PCT Profit Sharing
- EIN near Finnerty Enterprises, Inc. Retirement Plan
- RANK ind #2002
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Arizona →
Taylor Frigon Profit Sharing Plan in the asset neighbourhood
Taylor Frigon Capital Management LLC multi-year asset trail
Sponsor-wide plan assets over time
All Taylor Frigon Capital Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 24.031295739712405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $2M |
| 2023 | 1 | 9 | $2M |
| 2024 | 1 | 8 | $2M |
Taylor Frigon Capital Management LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$130K |
| Employer EIN | 743200466 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Taylor Frigon Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Finnerty Enterprises, Inc. Retirement Plan in NC ($2M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.