W. Lee Taylor, Jr. Agency, LLC

Form 5500

W. LEE TAYLOR, JR. AGENCY, LLC

147 Wappoo Creek Drive Suite 502, Charleston, Sc 29412 (843) 762-1805 EIN:57-0700983 Plan Admin:Lauren Huffman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameW. LEE TAYLOR, JR. AGENCY, LLC 401 K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY55 / 53 Assets BOY/EOY$2,270,241 / $2,882,109	2023	W. LEE TAYLOR, JR. AGENCY, LLC 401 K PROFIT SHARING PLAN - Plan #001	55 / 53	$2,270,241 / $2,882,109
2022	Plan NameW. LEE TAYLOR, JR. AGENCY, LLC 401 K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY58 / 55 Assets BOY/EOY$2,969,360 / $2,270,241	2022	W. LEE TAYLOR, JR. AGENCY, LLC 401 K PROFIT SHARING PLAN - Plan #001	58 / 55	$2,969,360 / $2,270,241
2021	Plan NameW. LEE TAYLOR, JR. AGENCY, LLC 401 K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY54 / 58 Assets BOY/EOY$3,119,632 / $2,969,360	2021	W. LEE TAYLOR, JR. AGENCY, LLC 401 K PROFIT SHARING PLAN - Plan #001	54 / 58	$3,119,632 / $2,969,360
2020	Plan NameW. LEE TAYLOR, JR. AGENCY, LLC 401 K PROFIT SHARIN PLAN Plan #001 Participants BOY/EOY47 / 50 Assets BOY/EOY$2,445,679 / $3,119,632	2020	W. LEE TAYLOR, JR. AGENCY, LLC 401 K PROFIT SHARIN PLAN - Plan #001	47 / 50	$2,445,679 / $3,119,632
2019	Plan NameW. LEE TAYLOR, JR. AGENCY, LLC 401 K PROFIT SHARIN PLAN Plan #001 Participants BOY/EOY38 / 47 Assets BOY/EOY$2,775,150 / $2,445,679	2019	W. LEE TAYLOR, JR. AGENCY, LLC 401 K PROFIT SHARIN PLAN - Plan #001	38 / 47	$2,775,150 / $2,445,679