RETIREMENT & TAX PLAN SPEC INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN
401k plan membership statisitcs for RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-15 | 5 |
| Total number of particpants at end of year | 2025-07-15 | 5 |
| Number of Participants With Account Balances | 2025-07-15 | 5 |
| 2024: RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-10 | 5 |
| Total number of particpants at end of year | 2024-07-10 | 5 |
| Number of Participants With Account Balances | 2024-07-10 | 5 |
| 2015: RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 5 |
| Number of participants with account balances | 2015-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 5 |
| Number of participants with account balances | 2014-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 5 |
| Number of participants with account balances | 2013-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-07-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-15 | 62 |
| Net assets as of the end of the plan year | 2025-07-15 | 2028019 |
| Total assets as of the beginning of the plan year | 2025-07-15 | 1748828 |
| Value of plan covered by a fidelity bond | 2025-07-15 | 100000 |
| Participant contributions to plan in this plan year | 2025-07-15 | 70021 |
| Other income to plan in this plan year | 2025-07-15 | 111197 |
| Plan net income in this plan year | 2025-07-15 | 279191 |
| Net assets as of the end of the plan year | 2025-07-15 | 2028019 |
| Net assets as of the beginning of the plan year | 2025-07-15 | 1748828 |
| Value of employer contributions paid | 2025-07-15 | 0 |
| Employer contributions to plan in this plan year | 2025-07-15 | 98035 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-15 | 62 |
| 2024 : RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-10 | 250 |
| Net assets as of the end of the plan year | 2024-07-10 | 1748828 |
| Total assets as of the beginning of the plan year | 2024-07-10 | 1529629 |
| Value of plan covered by a fidelity bond | 2024-07-10 | 100000 |
| Participant contributions to plan in this plan year | 2024-07-10 | 68935 |
| Other income to plan in this plan year | 2024-07-10 | 57752 |
| Plan net income in this plan year | 2024-07-10 | 219199 |
| Net assets as of the end of the plan year | 2024-07-10 | 1748828 |
| Net assets as of the beginning of the plan year | 2024-07-10 | 1529629 |
| Value of employer contributions paid | 2024-07-10 | 0 |
| Employer contributions to plan in this plan year | 2024-07-10 | 92762 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-10 | 250 |
| 2015 : RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $192,631 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $675,155 |
| Total plan assets at beginning of year | 2015-12-31 | $482,524 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $51,260 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $107,060 |
| Other income received | 2015-12-31 | $-25,246 |
| Net income (gross income less expenses) | 2015-12-31 | $192,631 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $675,155 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $482,524 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $59,557 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $129,894 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $482,524 |
| Total plan assets at beginning of year | 2014-12-31 | $352,630 |
| Total contributions received or receivable from participants | 2014-12-31 | $49,124 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $21,568 |
| Net income (gross income less expenses) | 2014-12-31 | $129,894 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $482,524 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $352,630 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $59,202 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| 2013 : RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $127,991 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $352,630 |
| Total plan assets at beginning of year | 2013-12-31 | $224,639 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $48,107 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $20,729 |
| Net income (gross income less expenses) | 2013-12-31 | $127,991 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $352,630 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $224,639 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $59,155 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $15,143 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $124,639 |
| Total plan assets at beginning of year | 2012-12-31 | $109,496 |
| Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $2,948 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $8,243 |
| Net income (gross income less expenses) | 2012-12-31 | $15,143 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $124,639 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $109,496 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $3,952 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| 2011 : RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $109,496 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $109,496 |
| Total plan assets at beginning of year | 2011-12-31 | $0 |
| Value of fidelity bond covering the plan | 2011-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $46,327 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $3,375 |
| Other income received | 2011-12-31 | $-129 |
| Net income (gross income less expenses) | 2011-12-31 | $109,496 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $109,496 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $59,923 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 2015: RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: RETIREMENT & TAX PLANNING SPECIALISTS, INC 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
