Profit Sharing · DOL Form 5500 · 2023

Taylor Frigon Capital Management LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
31st
Percentile by assets National rank
$229,659
Avg per participant Above avg balance/head
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Official DOL plan name: Taylor Frigon Profit Sharing Plan · Sponsored by Taylor Frigon Capital Management LLC · Arizona · Finance & Insurance

$2M in assets, 9 participants

Taylor Frigon Capital Management LLC's Taylor Frigon Profit Sharing Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,864 in Finance & Insurance (8,869 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 / 9 participants.

#1,864
in Finance & Insurance (8,869 peers)
+15.5%
assets growth YoY

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 2023 · DOL Form 5500

$2,066,934 31st percentile higher than 31% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Taylor Frigon Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor Frigon Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taylor Frigon Profit Sharing Plan reported net income rose from -$130K in the plan year 2022 filing to $277K in the plan year 2023 filing.
  • Taylor Frigon Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Taylor Frigon Profit Sharing Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 743200466 · Taylor Frigon Capital Management LLC PY 2023 · Profit Sharing

Taylor Frigon Profit Sharing Plan · $2M · 9 · 31st

  • NET $2M
  • NET 9
  • NET 31st
  • NET Profit Sharing
  • NET near Fresh Air Company Inc Profit Sharing Plan
  • NET ind #1864

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 Profit Sharing PlanTaylor Frigon Profit Sharing…$2MFresh Air Company Inc Profit Sharing PlanFresh Air Company Inc Profit…$2MKtk Mobility Inc.Retirement PlanKtk Mobility Inc.Retirement …$2MWilliam Youngerman, Inc.$2MFaiella & Gulden, P.a. Profit Sharing PlanFaiella & Gulden, P.a. Profi…$2M
End-of-year total assets ($M) among Taylor Frigon Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.79M $2.22M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 9 $2M
2024 1 8 $2M

Taylor Frigon Capital Management LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$277K
Employer EIN743200466
Plan Effective Date2012-01-01
Filing StatusFILING 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 vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Taylor Frigon Profit Sharing Plan, Total assets ($M): 2.066934 · Participants: 9Taylor Frigon Profit Sharing PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Taylor Frigon Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Taylor Frigon Profit Sharing Plan side-by-side with 3 peers →

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 Fresh Air Company Inc Profit Sharing Plan in OR ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 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 (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Taylor Frigon Profit Sharing Plan assets move in 2023? ▼
Taylor Frigon Profit Sharing Plan grew sharply - up 15.5% during 2023, from $2M to $2M. Reported net income was $277K.
How have Taylor Frigon Capital Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor Frigon Capital Management LLC's sponsor-wide assets grew 24.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Taylor Frigon Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fresh Air Company Inc Profit Sharing Plan in OR ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Taylor Frigon Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 743200466.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.