401k Plan data: THE TAX DEFENDERS 401(K) PLAN AND TRUST plan

THE TAX DEFENDERS 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	THE TAX DEFENDERS 401(K) PLAN AND TRUST
Plan identification number	001

THE TAX DEFENDERS 401(K) PLAN AND TRUST 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

AMERICAN TAX SOLUTIONS, INC has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN TAX SOLUTIONS, INC

Employer identification number (EIN): 300038144

NAIC Classification: 541213
NAIC Description: Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TAX DEFENDERS 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JOAN BRITT 2017-11-29
001 2016-01-01 JOAN BRITT 2017-07-27
001 2016-01-01 JOAN BRITT 2017-07-13
001 2015-01-01 JOAN BRITT 2016-06-23 JOSEPH HANLEY 2016-06-23
001 2014-01-01 JOAN BRITT 2015-07-20 JOAN BRITT 2015-07-20
001 2013-01-01 JOE HANLEY JOE HANLEY 2014-08-24
001 2012-01-01 JOSEPH HANLEY JOSEPH HANLEY 2013-08-28
001 2011-01-01 JOSEPH HANLEY JOSEPH HANLEY 2012-05-02
001 2009-01-01 JOSEPH HANLEY JOSEPH HANLEY 2010-08-23
001 2009-01-01 JOE HANLEY JOE HANLEY 2010-08-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	JOAN BRITT	2017-11-29
001	2016-01-01	JOAN BRITT	2017-07-27
001	2016-01-01	JOAN BRITT	2017-07-13
001	2015-01-01	JOAN BRITT	2016-06-23	JOSEPH HANLEY	2016-06-23
001	2014-01-01	JOAN BRITT	2015-07-20	JOAN BRITT	2015-07-20
001	2013-01-01	JOE HANLEY		JOE HANLEY	2014-08-24
001	2012-01-01	JOSEPH HANLEY		JOSEPH HANLEY	2013-08-28
001	2011-01-01	JOSEPH HANLEY		JOSEPH HANLEY	2012-05-02
001	2009-01-01	JOSEPH HANLEY		JOSEPH HANLEY	2010-08-23
001	2009-01-01	JOE HANLEY		JOE HANLEY	2010-08-25

Plan Statistics for THE TAX DEFENDERS 401(K) PLAN AND TRUST

401k plan membership statisitcs for THE TAX DEFENDERS 401(K) PLAN AND TRUST

Measure Date Value
2013: THE TAX DEFENDERS 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 32
Number of participants with account balances 2013-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: THE TAX DEFENDERS 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 35
Number of participants with account balances 2012-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: THE TAX DEFENDERS 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 36
Total participants 2011-01-01 36
Number of participants with account balances 2011-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: THE TAX DEFENDERS 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 35
Total participants 2009-01-01 35
Number of participants with account balances 2009-01-01 27

Measure	Date	Value
2013: THE TAX DEFENDERS 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	32
Number of participants with account balances	2013-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: THE TAX DEFENDERS 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	35
Number of participants with account balances	2012-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: THE TAX DEFENDERS 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	36
Total participants	2011-01-01	36
Number of participants with account balances	2011-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: THE TAX DEFENDERS 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	35
Total participants	2009-01-01	35
Number of participants with account balances	2009-01-01	27

Financial Data on THE TAX DEFENDERS 401(K) PLAN AND TRUST

Measure	Date	Value
2013 : THE TAX DEFENDERS 401(K) PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$265,992
Expenses. Total of all expenses incurred	2013-12-31	$53,071
Benefits paid (including direct rollovers)	2013-12-31	$37,039
Total plan assets at end of year	2013-12-31	$980,713
Total plan assets at beginning of year	2013-12-31	$767,792
Value of fidelity bond covering the plan	2013-12-31	$60,000
Total contributions received or receivable from participants	2013-12-31	$107,294
Other income received	2013-12-31	$129,710
Net income (gross income less expenses)	2013-12-31	$212,921
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$980,713
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$767,792
Assets. Value of participant loans	2013-12-31	$70,728
Total contributions received or receivable from employer(s)	2013-12-31	$28,988
Value of corrective distributions	2013-12-31	$6,328
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,704
2012 : THE TAX DEFENDERS 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$281,095
Expenses. Total of all expenses incurred	2012-12-31	$12,896
Benefits paid (including direct rollovers)	2012-12-31	$5,708
Total plan assets at end of year	2012-12-31	$767,792
Total plan assets at beginning of year	2012-12-31	$499,593
Value of fidelity bond covering the plan	2012-12-31	$60,000
Total contributions received or receivable from participants	2012-12-31	$138,101
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	$71,747
Net income (gross income less expenses)	2012-12-31	$268,199
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$767,792
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$499,593
Assets. Value of participant loans	2012-12-31	$96,169
Total contributions received or receivable from employer(s)	2012-12-31	$71,247
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,188
2011 : THE TAX DEFENDERS 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$221,002
Expenses. Total of all expenses incurred	2011-12-31	$46,961
Benefits paid (including direct rollovers)	2011-12-31	$42,699
Total plan assets at end of year	2011-12-31	$499,593
Total plan assets at beginning of year	2011-12-31	$325,552
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$122,321
Expenses. Other expenses not covered elsewhere	2011-12-31	$50
Other income received	2011-12-31	$-19,363
Net income (gross income less expenses)	2011-12-31	$174,041
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$499,593
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$325,552
Total contributions received or receivable from employer(s)	2011-12-31	$118,044
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,212
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE TAX DEFENDERS 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$140,000
Expenses. Total of all expenses incurred	2010-12-31	$7,565
Benefits paid (including direct rollovers)	2010-12-31	$4,604
Total plan assets at end of year	2010-12-31	$325,552
Total plan assets at beginning of year	2010-12-31	$193,117
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$63,683
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,961
Other income received	2010-12-31	$31,317
Net income (gross income less expenses)	2010-12-31	$132,435
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$325,552
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$193,117
Assets. Value of participant loans	2010-12-31	$3,573
Total contributions received or receivable from employer(s)	2010-12-31	$45,000

Form 5500 Responses for THE TAX DEFENDERS 401(K) PLAN AND TRUST

2013: THE TAX DEFENDERS 401(K) PLAN AND TRUST 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE TAX DEFENDERS 401(K) PLAN AND TRUST 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE TAX DEFENDERS 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE TAX DEFENDERS 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	46033
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	46033
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	46033
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	46033
Policy instance	1

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Company Name:	AMERICAN TAX SOLUTIONS, INC
Employer identification number (EIN):	300038144
NAIC Classification:	541213
NAIC Description:	Tax Preparation Services