OpenERISA

Shelton Taylor & Associates, INC.

Charlotte, NC, 28208

EIN 58-2016113
Plans
3
Total participants
86
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541400
Plan sponsors in North CarolinaProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF002Shelton Taylor & Associates, INC. Cash Balance Pension Plan9
2024Form 5500-SF003Shelton Taylor & Associates, INC. 401(K) Profit Sharing Plan10
2023Form 5500-SF002Shelton Taylor & Associates, INC. Cash Balance Plan7
2023Form 5500-SF003Shelton Taylor & Associates, INC. 401(K) Profit Sharing Plan7
2023Form 5500-SF501Shelton Taylor & Associates, INC Gcf Benefit Plan0
2022Form 5500-SF002Shelton Taylor & Associates, INC. Cash Balance Plan7
2022Form 5500-SF003Shelton Taylor & Associates, INC. 401(K) Profit Sharing Plan7
2022Form 5500-SF501Shelton Taylor & Associates, INC Gcf Benefit Plan10
2021Form 5500-SF002Shelton Taylor & Associates, INC. Cash Balance Plan5
2021Form 5500-SF003Shelton Taylor & Associates, INC. 401(K) Profit Sharing Plan5
2021Form 5500-SF501Shelton Taylor & Associates, INC Gcf Benefit Plan7
2020Form 5500-SF002Shelton Taylor & Associates, INC. Cash Balance Plan6
2020Form 5500-SF003Shelton Taylor And Associates, INC. 401(K) Profit Sharing Plan6

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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