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THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

TAX CREDIT CO., LLC has sponsored the creation of one or more 401k plans.

Company Name:TAX CREDIT CO., LLC
Employer identification number (EIN):461238896
NAIC Classification:541219
NAIC Description:Other Accounting Services

Additional information about TAX CREDIT CO., LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5230647

More information about TAX CREDIT CO., LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01CHARLIE SCOTT2022-10-12 CHARLIE SCOTT2022-10-12
0012020-01-01CHARLIE SCOTT2021-10-15 CHARLIE SCOTT2021-10-15
0012019-01-01CHARLIE SCOTT2020-10-15 CHARLIE SCOTT2020-10-15
0012018-01-01CHARLIE SCOTT2019-10-15 CHARLIE SCOTT2019-10-15
0012017-01-01CHARLIE SCOTT
0012017-01-01CHARLIE SCOTT
0012016-01-01CHARLIE SCOTT

Plan Statistics for THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01189
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
2020: THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01180
Total number of active participants reported on line 7a of the Form 55002020-01-01130
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01189
Number of participants with account balances2020-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01130
Total number of active participants reported on line 7a of the Form 55002019-01-01100
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01164
Number of participants with account balances2019-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01136
Total number of active participants reported on line 7a of the Form 55002018-01-0171
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01130
Number of participants with account balances2018-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-0178
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01131
Number of participants with account balances2017-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01158
Total number of active participants reported on line 7a of the Form 55002016-01-0179
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01135
Number of participants with account balances2016-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017

Financial Data on THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,542
Total income from all sources (including contributions)2021-12-31$1,441,463
Total of all expenses incurred2021-12-31$9,111,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,043,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$390,488
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$7,684,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$68,264
Total interest from all sources2021-12-31$1,100
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$132,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$132,675
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$230,354
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$86,858
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$18,253
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$56,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$14,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-7,670,396
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,670,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,376,796
Interest on participant loans2021-12-31$1,075
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$100,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$65,923
Net investment gain/loss from pooled separate accounts2021-12-31$917,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$103,995
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$37,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,043,595
Contract administrator fees2021-12-31$68,264
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,779
Total income from all sources (including contributions)2020-12-31$1,977,935
Total of all expenses incurred2020-12-31$552,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$510,275
Expenses. Certain deemed distributions of participant loans2020-12-31$4,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$995,752
Value of total assets at end of year2020-12-31$7,684,938
Value of total assets at beginning of year2020-12-31$6,246,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,475
Total interest from all sources2020-12-31$7,168
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$142,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$142,739
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$653,475
Participant contributions at end of year2020-12-31$86,858
Participant contributions at beginning of year2020-12-31$95,837
Participant contributions at end of year2020-12-31$18,253
Participant contributions at beginning of year2020-12-31$38,968
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$49,363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$14,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,425,481
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,670,396
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,244,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,376,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,762,573
Interest on participant loans2020-12-31$5,828
Interest earned on other investments2020-12-31$44
Income. Interest from US Government securities2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$100,014
Value of interest in common/collective trusts at beginning of year2020-12-31$51,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$65,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$44,503
Net investment gain/loss from pooled separate accounts2020-12-31$791,277
Net investment gain or loss from common/collective trusts2020-12-31$40,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$292,914
Employer contributions (assets) at end of year2020-12-31$37,094
Employer contributions (assets) at beginning of year2020-12-31$253,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$510,275
Contract administrator fees2020-12-31$37,475
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,779
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,779
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,779
Total income from all sources (including contributions)2019-12-31$1,886,191
Total income from all sources (including contributions)2019-12-31$1,886,191
Total of all expenses incurred2019-12-31$236,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$199,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$199,660
Expenses. Certain deemed distributions of participant loans2019-12-31$1,939
Expenses. Certain deemed distributions of participant loans2019-12-31$1,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$841,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$841,280
Value of total assets at end of year2019-12-31$6,246,694
Value of total assets at end of year2019-12-31$6,246,694
Value of total assets at beginning of year2019-12-31$4,596,877
Value of total assets at beginning of year2019-12-31$4,596,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,775
Total interest from all sources2019-12-31$5,416
Total interest from all sources2019-12-31$5,416
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$136,457
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$136,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$136,457
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$136,457
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$513,665
Contributions received from participants2019-12-31$513,665
Participant contributions at end of year2019-12-31$95,837
Participant contributions at end of year2019-12-31$95,837
Participant contributions at beginning of year2019-12-31$102,327
Participant contributions at beginning of year2019-12-31$102,327
Participant contributions at end of year2019-12-31$38,968
Participant contributions at end of year2019-12-31$38,968
Participant contributions at beginning of year2019-12-31$11,169
Participant contributions at beginning of year2019-12-31$11,169
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$73,782
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$73,782
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$-905
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$-905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,779
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,649,817
Value of net income/loss2019-12-31$1,649,817
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,244,915
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,244,915
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,595,098
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,595,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,762,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,762,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,155,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,155,277
Interest on participant loans2019-12-31$4,972
Interest on participant loans2019-12-31$4,972
Interest earned on other investments2019-12-31$141
Interest earned on other investments2019-12-31$141
Value of interest in common/collective trusts at end of year2019-12-31$51,393
Value of interest in common/collective trusts at end of year2019-12-31$51,393
Value of interest in common/collective trusts at beginning of year2019-12-31$11,442
Value of interest in common/collective trusts at beginning of year2019-12-31$11,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$44,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$44,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$78,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$78,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$893,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$893,175
Net investment gain or loss from common/collective trusts2019-12-31$9,863
Net investment gain or loss from common/collective trusts2019-12-31$9,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$253,833
Contributions received in cash from employer2019-12-31$253,833
Employer contributions (assets) at end of year2019-12-31$253,420
Employer contributions (assets) at end of year2019-12-31$253,420
Employer contributions (assets) at beginning of year2019-12-31$238,361
Employer contributions (assets) at beginning of year2019-12-31$238,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$200,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$200,565
Contract administrator fees2019-12-31$34,775
Contract administrator fees2019-12-31$34,775
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK
Accountancy firm name2019-12-31COHNREZNICK
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,779
Total income from all sources (including contributions)2018-12-31$344,862
Total of all expenses incurred2018-12-31$415,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$404,089
Expenses. Certain deemed distributions of participant loans2018-12-31$6,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$690,945
Value of total assets at end of year2018-12-31$4,596,877
Value of total assets at beginning of year2018-12-31$4,666,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,786
Total interest from all sources2018-12-31$104,479
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$22,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$22,694
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$452,584
Participant contributions at end of year2018-12-31$102,327
Participant contributions at beginning of year2018-12-31$24,235
Participant contributions at end of year2018-12-31$11,169
Participant contributions at beginning of year2018-12-31$7,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,779
Other income not declared elsewhere2018-12-31$325
Administrative expenses (other) incurred2018-12-31$1,494
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-70,964
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,595,098
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,666,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,155,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,290,166
Interest on participant loans2018-12-31$3,566
Interest earned on other investments2018-12-31$100,760
Value of interest in common/collective trusts at end of year2018-12-31$11,442
Value of interest in common/collective trusts at beginning of year2018-12-31$100,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$25,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$25,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$78,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-472,345
Net investment gain or loss from common/collective trusts2018-12-31$-1,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$238,361
Employer contributions (assets) at end of year2018-12-31$238,361
Employer contributions (assets) at beginning of year2018-12-31$217,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$404,089
Contract administrator fees2018-12-31$3,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK
Accountancy firm EIN2018-12-31221478099
2017 : THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,393,981
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$335,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$316,669
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$755,484
Value of total assets at end of year2017-12-31$4,666,062
Value of total assets at beginning of year2017-12-31$3,607,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,376
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$1,417
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$143,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$143,591
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$413,594
Participant contributions at end of year2017-12-31$24,235
Participant contributions at beginning of year2017-12-31$33,537
Participant contributions at end of year2017-12-31$7,886
Participant contributions at beginning of year2017-12-31$13,856
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$111,187
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$18,376
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,058,216
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,666,062
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,607,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,290,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,202,258
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$1,321
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$100,546
Value of interest in common/collective trusts at beginning of year2017-12-31$125,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$25,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$96
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$492,630
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$859
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$230,703
Employer contributions (assets) at end of year2017-12-31$217,695
Employer contributions (assets) at beginning of year2017-12-31$223,854
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$316,669
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$7,446
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK
Accountancy firm EIN2017-12-31221478099
2016 : THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-140
Total unrealized appreciation/depreciation of assets2016-12-31$-140
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$984,251
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$435,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$429,866
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$706,139
Value of total assets at end of year2016-12-31$3,607,846
Value of total assets at beginning of year2016-12-31$3,059,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,116
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$2,196
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$74,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$74,916
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$472,706
Participant contributions at end of year2016-12-31$33,537
Participant contributions at beginning of year2016-12-31$1,870
Participant contributions at end of year2016-12-31$13,856
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,579
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-2,634
Administrative expenses (other) incurred2016-12-31$6,116
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$548,269
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,607,846
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,059,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,202,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,444,122
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$142
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$2,054
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$125,979
Value of interest in common/collective trusts at beginning of year2016-12-31$242,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$154,992
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$113,569
Net investment gain/loss from pooled separate accounts2016-12-31$89,089
Net investment gain or loss from common/collective trusts2016-12-31$1,072
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$223,854
Employer contributions (assets) at end of year2016-12-31$223,854
Employer contributions (assets) at beginning of year2016-12-31$216,414
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$44
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$429,866
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$7,446
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK
Accountancy firm EIN2016-12-31221478099

Form 5500 Responses for THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN

2021: THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE TAX CREDIT COMPANY 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504620-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504620-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504620-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504620-01
Policy instance 1

Potentially related plans

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