AMERICAN TAX SOLUTIONS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE TAX DEFENDERS 401(K) PLAN AND TRUST
Measure | Date | Value |
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2013: THE TAX DEFENDERS 401(K) PLAN AND TRUST 2013 401k membership |
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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 |
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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 |
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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 |
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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 |
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2013 : THE TAX DEFENDERS 401(K) PLAN AND TRUST 2013 401k financial data |
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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 |
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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 |
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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 |
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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 |
2013: THE TAX DEFENDERS 401(K) PLAN AND TRUST 2013 form 5500 responses |
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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 |
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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 |
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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 |
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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 |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 46033 |
Policy instance | 1 |
Insurance contract or identification number | 46033 | Number of Individuals Covered | 0 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $5,526 | Total amount of fees paid to insurance company | USD $553 | Commission paid to Insurance Broker | USD $5,526 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 553 | Additional information about fees paid to insurance broker | TPA FEES AND COMPENSATION | Insurance broker name | E.R.I.S.A., INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 46033 |
Policy instance | 1 |
Insurance contract or identification number | 46033 | Number of Individuals Covered | 32 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $3,756 | Total amount of fees paid to insurance company | USD $473 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,756 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 473 | Additional information about fees paid to insurance broker | TPA FEES AND COMPENSATION | Insurance broker name | E.R.I.S.A., INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 46033 |
Policy instance | 1 |
Insurance contract or identification number | 46033 | Number of Individuals Covered | 42 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,197 | Total amount of fees paid to insurance company | USD $161 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 46033 |
Policy instance | 1 |
Insurance contract or identification number | 46033 | Number of Individuals Covered | 39 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,365 | Total amount of fees paid to insurance company | USD $297 | Commission paid to Insurance Broker | USD $1,365 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 297 | Additional information about fees paid to insurance broker | TPA FEES TPA COMPANSATION | Insurance broker name | RICHARD M. PERLIN |
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