Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY B. TAYLOR DBA OUR FAMILY DOCTOR PA
EIN 20-1260137Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
31
1919 SOUTH SHILOH SUITE 333 - GARLAND, TX 75042972-864-2050
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 31 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JEFFREY B. TAYLOR CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JEFFREY B. TAYLOR PROFIT SHARING PLAN
ProfitSharing
Assets$932K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEFFREY B. TAYLOR CASH BALANCE PLAN | CashBalance | $2.4M | 15 | 2024 | |
| 001 | JEFFREY B. TAYLOR PROFIT SHARING PLAN | ProfitSharing | $932K | 16 | 2025 |
Retirement plans