401k Plan data: TAXRESOURCES, INC. VISION PLAN plan

TAXRESOURCES, INC. VISION PLAN 401k Plan overview

Plan Name	TAXRESOURCES, INC. VISION PLAN
Plan identification number	503

TAXRESOURCES, INC. VISION PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Vision

401k Sponsoring company profile

TRI HOLDCO, INC. has sponsored the creation of one or more 401k plans.

Company Name: TRI HOLDCO, INC.

Employer identification number (EIN): 330336176

NAIC Classification: 541213
NAIC Description: Tax Preparation Services

Additional information about TRI HOLDCO, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1988-09-12

Company Identification Number: K32844

Legal Registered Office Address: 17888 67TH COURT NORTH

LOXAHATCHEE

33470

More information about TRI HOLDCO, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAXRESOURCES, INC. VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2016-12-01 MARK D. OLANDER
503 2015-12-01 MARK D. OLANDER
503 2014-12-01 MARK D. OLANDER
503 2014-10-01 MARK D. OLANDER
503 2013-10-01 MARK D. OLANDER
503 2012-10-01 MARK D. OLANDER
503 2011-10-01 MARK D. OLANDER

Plan id#	Filing Submission Date	Name of Administrator
503	2016-12-01	MARK D. OLANDER
503	2015-12-01	MARK D. OLANDER
503	2014-12-01	MARK D. OLANDER
503	2014-10-01	MARK D. OLANDER
503	2013-10-01	MARK D. OLANDER
503	2012-10-01	MARK D. OLANDER
503	2011-10-01	MARK D. OLANDER

Plan Statistics for TAXRESOURCES, INC. VISION PLAN

401k plan membership statisitcs for TAXRESOURCES, INC. VISION PLAN

Measure Date Value
2016: TAXRESOURCES, INC. VISION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-12-01 91
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 91
Number of retired or separated participants receiving benefits 2016-12-01 0
Number of other retired or separated participants entitled to future benefits 2016-12-01 0
Total of all active and inactive participants 2016-12-01 91
2015: TAXRESOURCES, INC. VISION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 82
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 82
Number of retired or separated participants receiving benefits 2015-12-01 0
Number of other retired or separated participants entitled to future benefits 2015-12-01 0
Total of all active and inactive participants 2015-12-01 82
2014: TAXRESOURCES, INC. VISION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 75
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 75
Number of retired or separated participants receiving benefits 2014-12-01 0
Number of other retired or separated participants entitled to future benefits 2014-12-01 0
Total of all active and inactive participants 2014-12-01 75
Total participants, beginning-of-year 2014-10-01 66
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 66
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 66
2013: TAXRESOURCES, INC. VISION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 67
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 67
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 67
2012: TAXRESOURCES, INC. VISION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 67
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 67
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 67
2011: TAXRESOURCES, INC. VISION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 66
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 66
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 66

Measure	Date	Value
2016: TAXRESOURCES, INC. VISION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-12-01	91
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	91
Number of retired or separated participants receiving benefits	2016-12-01	0
Number of other retired or separated participants entitled to future benefits	2016-12-01	0
Total of all active and inactive participants	2016-12-01	91
2015: TAXRESOURCES, INC. VISION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	82
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	82
Number of retired or separated participants receiving benefits	2015-12-01	0
Number of other retired or separated participants entitled to future benefits	2015-12-01	0
Total of all active and inactive participants	2015-12-01	82
2014: TAXRESOURCES, INC. VISION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	75
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	75
Number of retired or separated participants receiving benefits	2014-12-01	0
Number of other retired or separated participants entitled to future benefits	2014-12-01	0
Total of all active and inactive participants	2014-12-01	75
Total participants, beginning-of-year	2014-10-01	66
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	66
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	66
2013: TAXRESOURCES, INC. VISION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	67
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	67
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	67
2012: TAXRESOURCES, INC. VISION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	67
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	67
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	67
2011: TAXRESOURCES, INC. VISION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	66
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	66
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	66

Form 5500 Responses for TAXRESOURCES, INC. VISION PLAN

2016: TAXRESOURCES, INC. VISION PLAN 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Submission has been amended	No
2016-12-01	This submission is the final filing	No
2016-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-12-01	Plan is a collectively bargained plan	No
2016-12-01	Plan funding arrangement – Insurance	Yes
2016-12-01	Plan benefit arrangement – Insurance	Yes
2015: TAXRESOURCES, INC. VISION PLAN 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Submission has been amended	No
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Insurance	Yes
2015-12-01	Plan benefit arrangement – Insurance	Yes
2014: TAXRESOURCES, INC. VISION PLAN 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Submission has been amended	No
2014-12-01	This submission is the final filing	No
2014-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-12-01	Plan is a collectively bargained plan	No
2014-12-01	Plan funding arrangement – Insurance	Yes
2014-12-01	Plan benefit arrangement – Insurance	Yes
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2013: TAXRESOURCES, INC. VISION PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2012: TAXRESOURCES, INC. VISION PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2011: TAXRESOURCES, INC. VISION PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	TRI HOLDCO, INC.
Employer identification number (EIN):	330336176
NAIC Classification:	541213
NAIC Description:	Tax Preparation Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1988-09-12
Company Identification Number:	K32844
Legal Registered Office Address:	17888 67TH COURT NORTH LOXAHATCHEE 33470