Taylor Polson & Co CPA PSC

Employee benefit plan audit practice profile, built from plan year 2024 Form 5500 filings.

Last updated · Source data: plan year 2024 Form 5500 filings

How many 401(k) plans does Taylor Polson & Co CPA PSC audit?

Taylor Polson & Co CPA PSC was the independent auditor for 2 retirement plan filings in plan year 2024, with clients in 1 state — the #2,359 practice nationally by volume.

Practice at a glance

Taylor Polson & Co CPA PSC: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)61-1305816
Retirement plan audits (401(k), 403(b), pension)2
All audited filings (incl. welfare plans)2
States and territories with clients1
National rank by retirement plan volume#2,359 of 3,956
National rank, all audited filings (league-table basis)#2,300 of 4,052
Average client size (participants)916
Largest client (participants)1,589

Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.

Where does Taylor Polson & Co CPA PSC audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Kentucky2100.0%

Largest concentration: Kentucky (2 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Taylor Polson & Co CPA PSC issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)00.0%
Qualified00.0%
Disclaimer2100.0%
Adverse00.0%

As coded on Schedule H. A disclaimer here usually reflects the legacy limited-scope reporting convention (now the ERISA Section 103(a)(3)(C) election), not a failed audit — see the methodology.

Largest plans audited by Taylor Polson & Co CPA PSC

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
TJ Regional Health Inc.KY1,589
Monroe Medical Foundation Inc DBA Monroe County Medical CenterKY244

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Taylor Polson & Co CPA PSC (EIN 61-1305816) is named as the plan’s independent qualified public accountant. Taylor Polson & Co CPA PSC did not supply, review, or endorse this information, and inclusion is not a recommendation. Filing data can contain sponsor-entered errors; corrections are welcome via the about page.