Profit Sharing · DOL Form 5500 · 2024

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
30th
Percentile by assets National rank
$277,523
Avg per participant High 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, 8 participants

Taylor Frigon Capital Management LLC's Taylor Frigon Profit Sharing Plan reported $2M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,667 in Finance & Insurance (8,549 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.

#1,667
in Finance & Insurance (8,549 peers)
+7.4%
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 2024 · DOL Form 5500

$2,220,185 30th percentile higher than 30% of 123,620 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 2024

Taylor Frigon Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 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.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Taylor Frigon Profit Sharing Plan reported net income fell from $277K in the plan year 2023 filing to $153K in the plan year 2024 filing.
  • Taylor Frigon Profit Sharing Plan reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Taylor Frigon Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 743200466 · Taylor Frigon Capital Management LLC PY 2024 · Profit Sharing

Taylor Frigon Profit Sharing Plan · $2M · 8 · 30th

  • PART $2M
  • PART 8
  • PART 30th
  • PART Profit Sharing
  • PART near Helder Technology Inc. Retirement Plan
  • PART ind #1667

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…$2MHelder Technology Inc. Retirement PlanHelder Technology Inc. Retir…$2MPortfolio Advisory Group, Inc. Profit Sharing Plan and TrustPortfolio Advisory Group, In…$2MHampton Roads Holdings, Inc. Retirement PlanHampton Roads Holdings, Inc.…$2MUniversal City Nissan Inc. Profit Sharing 401(k) PlanUniversal City Nissan Inc. P…$2M
End-of-year total assets ($M) among Taylor Frigon Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$153K
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. -20000200040006000 -20020406080 Total assets ($M) Participants Taylor Frigon Profit Sharing Plan, Total assets ($M): 2.220185 · Participants: 8Taylor Frigon Profit Sharing PlanPreferred Employer Plan II, Total assets ($M): 75.769033 · Participants: 415Preferred Employer Plan IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg Inc Profit Sharing Plan TrustCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 33.775352 · Participants: 187Center 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 Helder Technology Inc. Retirement Plan in PA ($2M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Taylor Frigon Profit Sharing Plan grew at a solid clip - up 7.4% during 2024, from $2M to $2M. Reported net income was $153K.
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 Helder Technology Inc. Retirement Plan in PA ($2M, 7 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 Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.