401k Plan data: THE TAX MAN, INC. RETIREMENT PLAN plan

THE TAX MAN, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	THE TAX MAN, INC. RETIREMENT PLAN
Plan identification number	001

THE TAX MAN, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TAXBRIDGE FINANCIAL GROUP INC has sponsored the creation of one or more 401k plans.

Company Name: TAXBRIDGE FINANCIAL GROUP INC

Employer identification number (EIN): 042838709

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TAX MAN, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 ROBERT MURRAY 2022-09-15 ROBERT MURRAY 2022-09-15
001 2020-01-01 ROBERT MURRAY 2021-08-30 ROBERT MURRAY 2021-08-30
001 2019-01-01 ROBERT MURRAY 2020-04-28 ROBERT MURRAY 2020-04-28
001 2018-01-01 ROBERT MURRAY 2019-06-19 ROBERT MURRAY 2019-06-19
001 2017-01-01 ROBERT MURRAY 2018-07-26 ROBERT MURRAY 2018-07-26
001 2016-08-01 ROBERT MURRAY 2017-07-27 ROBERT MURRAY 2017-07-27
001 2015-08-01 ROBERT MURRAY 2016-12-29 ROBERT MURRAY 2016-12-29
001 2014-08-01 ROBERT MURRAY ROBERT MURRAY 2016-03-14
001 2013-08-01 ROBERT MURRAY ROBERT MURRAY 2015-01-30
001 2012-08-01 ROBERT MURRAY ROBERT MURRAY 2013-11-15
001 2011-08-01 ROBERT MURRAY ROBERT MURRAY 2013-03-01
001 2010-08-01 ROBERT G MURRAY ROBERT G MURRAY 2012-03-03
001 2009-08-01 ROBERT MURRAY ROBERT MURRAY 2011-03-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	ROBERT MURRAY	2022-09-15	ROBERT MURRAY	2022-09-15
001	2020-01-01	ROBERT MURRAY	2021-08-30	ROBERT MURRAY	2021-08-30
001	2019-01-01	ROBERT MURRAY	2020-04-28	ROBERT MURRAY	2020-04-28
001	2018-01-01	ROBERT MURRAY	2019-06-19	ROBERT MURRAY	2019-06-19
001	2017-01-01	ROBERT MURRAY	2018-07-26	ROBERT MURRAY	2018-07-26
001	2016-08-01	ROBERT MURRAY	2017-07-27	ROBERT MURRAY	2017-07-27
001	2015-08-01	ROBERT MURRAY	2016-12-29	ROBERT MURRAY	2016-12-29
001	2014-08-01	ROBERT MURRAY		ROBERT MURRAY	2016-03-14
001	2013-08-01	ROBERT MURRAY		ROBERT MURRAY	2015-01-30
001	2012-08-01	ROBERT MURRAY		ROBERT MURRAY	2013-11-15
001	2011-08-01	ROBERT MURRAY		ROBERT MURRAY	2013-03-01
001	2010-08-01	ROBERT G MURRAY		ROBERT G MURRAY	2012-03-03
001	2009-08-01	ROBERT MURRAY		ROBERT MURRAY	2011-03-08

Plan Statistics for THE TAX MAN, INC. RETIREMENT PLAN

401k plan membership statisitcs for THE TAX MAN, INC. RETIREMENT PLAN

Measure Date Value
2022: THE TAX MAN, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 9
Number of participants with account balances 2022-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2014: THE TAX MAN, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 3
Number of retired or separated participants receiving benefits 2014-08-01 1
Number of other retired or separated participants entitled to future benefits 2014-08-01 6
Total of all active and inactive participants 2014-08-01 10
Total participants 2014-08-01 10
Number of participants with account balances 2014-08-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-08-01 0
2013: THE TAX MAN, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 3
Number of retired or separated participants receiving benefits 2013-08-01 1
Number of other retired or separated participants entitled to future benefits 2013-08-01 7
Total of all active and inactive participants 2013-08-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-08-01 0
Total participants 2013-08-01 11
Number of participants with account balances 2013-08-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-01 0
2012: THE TAX MAN, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 3
Number of retired or separated participants receiving benefits 2012-08-01 1
Number of other retired or separated participants entitled to future benefits 2012-08-01 7
Total of all active and inactive participants 2012-08-01 11
Total participants 2012-08-01 11
Number of participants with account balances 2012-08-01 11
2011: THE TAX MAN, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 3
Number of retired or separated participants receiving benefits 2011-08-01 0
Number of other retired or separated participants entitled to future benefits 2011-08-01 8
Total of all active and inactive participants 2011-08-01 11
Total participants 2011-08-01 11
Number of participants with account balances 2011-08-01 11
2010: THE TAX MAN, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 3
Number of retired or separated participants receiving benefits 2010-08-01 0
Number of other retired or separated participants entitled to future benefits 2010-08-01 8
Total of all active and inactive participants 2010-08-01 11
Total participants 2010-08-01 11
Number of participants with account balances 2010-08-01 8
2009: THE TAX MAN, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 3
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 9
Total of all active and inactive participants 2009-08-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 12
Number of participants with account balances 2009-08-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 0

Measure	Date	Value
2022: THE TAX MAN, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	9
Number of participants with account balances	2022-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2014: THE TAX MAN, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	3
Number of retired or separated participants receiving benefits	2014-08-01	1
Number of other retired or separated participants entitled to future benefits	2014-08-01	6
Total of all active and inactive participants	2014-08-01	10
Total participants	2014-08-01	10
Number of participants with account balances	2014-08-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-08-01	0
2013: THE TAX MAN, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	3
Number of retired or separated participants receiving benefits	2013-08-01	1
Number of other retired or separated participants entitled to future benefits	2013-08-01	7
Total of all active and inactive participants	2013-08-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-08-01	0
Total participants	2013-08-01	11
Number of participants with account balances	2013-08-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-01	0
2012: THE TAX MAN, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	3
Number of retired or separated participants receiving benefits	2012-08-01	1
Number of other retired or separated participants entitled to future benefits	2012-08-01	7
Total of all active and inactive participants	2012-08-01	11
Total participants	2012-08-01	11
Number of participants with account balances	2012-08-01	11
2011: THE TAX MAN, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	3
Number of retired or separated participants receiving benefits	2011-08-01	0
Number of other retired or separated participants entitled to future benefits	2011-08-01	8
Total of all active and inactive participants	2011-08-01	11
Total participants	2011-08-01	11
Number of participants with account balances	2011-08-01	11
2010: THE TAX MAN, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	3
Number of retired or separated participants receiving benefits	2010-08-01	0
Number of other retired or separated participants entitled to future benefits	2010-08-01	8
Total of all active and inactive participants	2010-08-01	11
Total participants	2010-08-01	11
Number of participants with account balances	2010-08-01	8
2009: THE TAX MAN, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	3
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	9
Total of all active and inactive participants	2009-08-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	12
Number of participants with account balances	2009-08-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	0

Financial Data on THE TAX MAN, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : THE TAX MAN, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-198,312
Expenses. Total of all expenses incurred	2022-12-31	$287,963
Benefits paid (including direct rollovers)	2022-12-31	$287,963
Total plan assets at end of year	2022-12-31	$1,976,819
Total plan assets at beginning of year	2022-12-31	$2,463,094
Value of fidelity bond covering the plan	2022-12-31	$10,000
Total contributions received or receivable from participants	2022-12-31	$36,564
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-288,238
Net income (gross income less expenses)	2022-12-31	$-486,275
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,976,819
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,463,094
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$70,000
Total contributions received or receivable from employer(s)	2022-12-31	$53,362
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2015 : THE TAX MAN, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-07-31	$225,699
Expenses. Total of all expenses incurred	2015-07-31	$1,986,734
Benefits paid (including direct rollovers)	2015-07-31	$1,986,734
Total plan assets at end of year	2015-07-31	$2,365,150
Total plan assets at beginning of year	2015-07-31	$4,126,185
Value of fidelity bond covering the plan	2015-07-31	$10,000
Total contributions received or receivable from participants	2015-07-31	$26,561
Other income received	2015-07-31	$158,922
Net income (gross income less expenses)	2015-07-31	$-1,761,035
Net plan assets at end of year (total assets less liabilities)	2015-07-31	$2,365,150
Net plan assets at beginning of year (total assets less liabilities)	2015-07-31	$4,126,185
Assets. Value of assets in partnership/joint-venture interests	2015-07-31	$106,230
Total contributions received or receivable from employer(s)	2015-07-31	$40,216
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-07-31	$0
2014 : THE TAX MAN, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-07-31	$467,350
Expenses. Total of all expenses incurred	2014-07-31	$15,000
Benefits paid (including direct rollovers)	2014-07-31	$15,000
Total plan assets at end of year	2014-07-31	$4,126,185
Total plan assets at beginning of year	2014-07-31	$3,673,835
Value of fidelity bond covering the plan	2014-07-31	$10,000
Total contributions received or receivable from participants	2014-07-31	$25,548
Other income received	2014-07-31	$402,515
Net income (gross income less expenses)	2014-07-31	$452,350
Net plan assets at end of year (total assets less liabilities)	2014-07-31	$4,126,185
Net plan assets at beginning of year (total assets less liabilities)	2014-07-31	$3,673,835
Assets. Value of assets in partnership/joint-venture interests	2014-07-31	$96,896
Total contributions received or receivable from employer(s)	2014-07-31	$39,287
2013 : THE TAX MAN, INC. RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-07-31	$0
Total income from all sources	2013-07-31	$652,589
Expenses. Total of all expenses incurred	2013-07-31	$15,000
Benefits paid (including direct rollovers)	2013-07-31	$15,000
Total plan assets at end of year	2013-07-31	$3,673,835
Total plan assets at beginning of year	2013-07-31	$3,036,246
Total contributions received or receivable from participants	2013-07-31	$24,135
Expenses. Other expenses not covered elsewhere	2013-07-31	$0
Other income received	2013-07-31	$589,696
Net income (gross income less expenses)	2013-07-31	$637,589
Net plan assets at end of year (total assets less liabilities)	2013-07-31	$3,673,835
Net plan assets at beginning of year (total assets less liabilities)	2013-07-31	$3,036,246
Assets. Value of assets in partnership/joint-venture interests	2013-07-31	$85,151
Total contributions received or receivable from employer(s)	2013-07-31	$38,758
Funding deficiency by the employer to the plan for this plan year	2013-07-31	$0
2012 : THE TAX MAN, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-07-31	$48,203
Expenses. Total of all expenses incurred	2012-07-31	$10,000
Benefits paid (including direct rollovers)	2012-07-31	$10,000
Total plan assets at end of year	2012-07-31	$3,036,246
Total plan assets at beginning of year	2012-07-31	$2,998,043
Total contributions received or receivable from participants	2012-07-31	$23,930
Expenses. Other expenses not covered elsewhere	2012-07-31	$0
Other income received	2012-07-31	$-14,399
Net income (gross income less expenses)	2012-07-31	$38,203
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$3,036,246
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$2,998,043
Assets. Value of assets in partnership/joint-venture interests	2012-07-31	$77,211
Total contributions received or receivable from employer(s)	2012-07-31	$38,672
Funding deficiency by the employer to the plan for this plan year	2012-07-31	$0
Minimum employer required contribution for this plan year	2012-07-31	$0
Amount contributed by the employer to the plan for this plan year	2012-07-31	$0
2011 : THE TAX MAN, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-07-31	$469,120
Expenses. Total of all expenses incurred	2011-07-31	$16,183
Benefits paid (including direct rollovers)	2011-07-31	$16,183
Total plan assets at end of year	2011-07-31	$2,998,043
Total plan assets at beginning of year	2011-07-31	$2,545,106
Total contributions received or receivable from participants	2011-07-31	$23,579
Other income received	2011-07-31	$410,937
Net income (gross income less expenses)	2011-07-31	$452,937
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$2,998,043
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$2,545,106
Assets. Value of assets in partnership/joint-venture interests	2011-07-31	$29,134
Total contributions received or receivable from employer(s)	2011-07-31	$34,604
Funding deficiency by the employer to the plan for this plan year	2011-07-31	$0
Minimum employer required contribution for this plan year	2011-07-31	$0
Amount contributed by the employer to the plan for this plan year	2011-07-31	$0
2010 : THE TAX MAN, INC. RETIREMENT PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-07-31	$0
Minimum employer required contribution for this plan year	2010-07-31	$0
Amount contributed by the employer to the plan for this plan year	2010-07-31	$0

Form 5500 Responses for THE TAX MAN, INC. RETIREMENT PLAN

2022: THE TAX MAN, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2014: THE TAX MAN, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Submission has been amended	No
2014-08-01	This submission is the final filing	No
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-08-01	Plan is a collectively bargained plan	No
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes
2013: THE TAX MAN, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Submission has been amended	No
2013-08-01	This submission is the final filing	No
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-08-01	Plan is a collectively bargained plan	No
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: THE TAX MAN, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: THE TAX MAN, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2010: THE TAX MAN, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Plan funding arrangement – Trust	Yes
2010-08-01	Plan benefit arrangement - Trust	Yes
2009: THE TAX MAN, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TAXBRIDGE FINANCIAL GROUP INC
Employer identification number (EIN):	042838709
NAIC Classification:	523900