401k Plan data: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN plan

THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN
Plan identification number	001

THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE TAURI GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE TAURI GROUP, LLC

Employer identification number (EIN): 542021437

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about THE TAURI GROUP, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3347062

More information about THE TAURI GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 MARK HERZING 2019-12-11
001 2018-01-01 MARK HERZING 2019-10-07
001 2017-01-01 MARK HERZING
001 2017-01-01 MARK HERZING
001 2016-01-01 MARK HERZING
001 2015-01-01 CARISSA CHRISTENSEN
001 2014-01-01 CARISSA CHRISTENSEN
001 2013-01-01 CARISSA CHRISTENSEN
001 2012-01-01 CARISSA CHRISTENSEN
001 2011-01-01 CARISSA CHRISTENSEN
001 2010-01-01 CARISSA CHRISTENSEN
001 2009-01-01 CARISSA CHRISTENSEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	MARK HERZING	2019-12-11
001	2018-01-01	MARK HERZING	2019-10-07
001	2017-01-01	MARK HERZING
001	2017-01-01	MARK HERZING
001	2016-01-01	MARK HERZING
001	2015-01-01	CARISSA CHRISTENSEN
001	2014-01-01	CARISSA CHRISTENSEN
001	2013-01-01	CARISSA CHRISTENSEN
001	2012-01-01	CARISSA CHRISTENSEN
001	2011-01-01	CARISSA CHRISTENSEN
001	2010-01-01	CARISSA CHRISTENSEN
001	2009-01-01	CARISSA CHRISTENSEN

Plan Statistics for THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN

Measure Date Value
2019: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 152
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 65
Total of all active and inactive participants 2018-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 217
Number of participants with account balances 2018-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 106
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 60
Total of all active and inactive participants 2017-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 166
Number of participants with account balances 2017-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 107
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 71
Total of all active and inactive participants 2016-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 178
Number of participants with account balances 2016-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 109
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 51
Total of all active and inactive participants 2015-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 160
Number of participants with account balances 2015-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 91
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 51
Total of all active and inactive participants 2014-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 142
Number of participants with account balances 2014-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 116
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 40
Total of all active and inactive participants 2013-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 156
Number of participants with account balances 2013-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 125
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 54
Total of all active and inactive participants 2012-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 179
Number of participants with account balances 2012-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 303
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 135
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 48
Total of all active and inactive participants 2011-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 183
Number of participants with account balances 2011-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 261
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 41
Total of all active and inactive participants 2010-01-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 303
Number of participants with account balances 2010-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 189
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 39
Total of all active and inactive participants 2009-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 228
Number of participants with account balances 2009-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2019: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	152
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	65
Total of all active and inactive participants	2018-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	217
Number of participants with account balances	2018-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	106
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	60
Total of all active and inactive participants	2017-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	166
Number of participants with account balances	2017-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	107
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	71
Total of all active and inactive participants	2016-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	178
Number of participants with account balances	2016-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	109
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	51
Total of all active and inactive participants	2015-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	160
Number of participants with account balances	2015-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	91
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	51
Total of all active and inactive participants	2014-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	142
Number of participants with account balances	2014-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	116
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	40
Total of all active and inactive participants	2013-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	156
Number of participants with account balances	2013-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	125
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	54
Total of all active and inactive participants	2012-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	179
Number of participants with account balances	2012-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	303
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	135
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	48
Total of all active and inactive participants	2011-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	183
Number of participants with account balances	2011-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	261
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	41
Total of all active and inactive participants	2010-01-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	303
Number of participants with account balances	2010-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	189
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	39
Total of all active and inactive participants	2009-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	228
Number of participants with account balances	2009-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2019 : THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-26	$0
2018 : THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$847,171
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,648,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,628,739
Expenses. Certain deemed distributions of participant loans	2018-12-31	$14,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,860,373
Value of total assets at end of year	2018-12-31	$17,884,505
Value of total assets at beginning of year	2018-12-31	$19,686,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,020
Total interest from all sources	2018-12-31	$5,407
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,291,111
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$207,600
Assets. Loans (other than to participants) at end of year	2018-12-31	$96,680
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$156,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,801,735
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,884,505
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$19,686,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$15,562,252
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$17,291,377
Interest on participant loans	2018-12-31	$5,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,119,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,179,098
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,018,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$361,662
Employer contributions (assets) at end of year	2018-12-31	$106,479
Employer contributions (assets) at beginning of year	2018-12-31	$58,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,628,739
Contract administrator fees	2018-12-31	$6,020
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BRONTIDE LLC
Accountancy firm EIN	2018-12-31	472943723
2017 : THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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
Total income from all sources (including contributions)	2017-12-31	$4,209,967
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,246,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,238,483
Expenses. Certain deemed distributions of participant loans	2017-12-31	$3,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,380,822
Value of total assets at end of year	2017-12-31	$19,686,240
Value of total assets at beginning of year	2017-12-31	$17,723,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,176
Total interest from all sources	2017-12-31	$6,537
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,015,646
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$124,945
Assets. Loans (other than to participants) at end of year	2017-12-31	$156,932
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$161,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,963,034
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$19,686,240
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,723,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$17,291,377
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$15,305,370
Interest on participant loans	2017-12-31	$6,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,179,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,192,674
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,822,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$240,231
Employer contributions (assets) at end of year	2017-12-31	$58,833
Employer contributions (assets) at beginning of year	2017-12-31	$63,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,238,483
Contract administrator fees	2017-12-31	$5,176
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BRONTIDE LLC
Accountancy firm EIN	2017-12-31	472943723
2016 : THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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
Total income from all sources (including contributions)	2016-12-31	$3,066,903
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,422,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,413,748
Expenses. Certain deemed distributions of participant loans	2016-12-31	$4,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,804,350
Value of total assets at end of year	2016-12-31	$17,723,206
Value of total assets at beginning of year	2016-12-31	$16,078,553
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,062
Total interest from all sources	2016-12-31	$4,831
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,106,009
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$444,669
Assets. Loans (other than to participants) at end of year	2016-12-31	$161,647
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$98,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,644,653
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,723,206
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$16,078,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$15,305,370
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$14,187,067
Interest on participant loans	2016-12-31	$4,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,192,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,732,812
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,257,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$253,672
Employer contributions (assets) at end of year	2016-12-31	$63,515
Employer contributions (assets) at beginning of year	2016-12-31	$60,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,413,748
Contract administrator fees	2016-12-31	$4,062
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BRONTIDE LLC
Accountancy firm EIN	2016-12-31	472943723
2015 : THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,201,274
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,259,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,241,230
Expenses. Certain deemed distributions of participant loans	2015-12-31	$15,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,254,994
Value of total assets at end of year	2015-12-31	$16,078,553
Value of total assets at beginning of year	2015-12-31	$16,136,900
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,676
Total interest from all sources	2015-12-31	$3,695
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,004,033
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$22,580
Assets. Loans (other than to participants) at end of year	2015-12-31	$98,149
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$140,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-58,347
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$16,078,553
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,136,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$14,187,067
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$14,392,154
Interest on participant loans	2015-12-31	$3,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,732,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,547,586
Net investment gain/loss from pooled separate accounts	2015-12-31	$-57,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$228,381
Employer contributions (assets) at end of year	2015-12-31	$60,525
Employer contributions (assets) at beginning of year	2015-12-31	$56,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,241,230
Contract administrator fees	2015-12-31	$2,676
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BRONTIDE LLC
Accountancy firm EIN	2015-12-31	472943723
2014 : THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,223,237
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,815,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,774,664
Expenses. Certain deemed distributions of participant loans	2014-12-31	$35,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,391,104
Value of total assets at end of year	2014-12-31	$16,136,900
Value of total assets at beginning of year	2014-12-31	$15,728,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,656
Total interest from all sources	2014-12-31	$4,805
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,049,804
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$77,938
Assets. Loans (other than to participants) at end of year	2014-12-31	$140,245
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$174,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$408,184
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,136,900
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,728,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$14,392,154
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$13,814,055
Interest on participant loans	2014-12-31	$4,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,547,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,653,758
Net investment gain/loss from pooled separate accounts	2014-12-31	$827,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$263,362
Employer contributions (assets) at end of year	2014-12-31	$56,915
Employer contributions (assets) at beginning of year	2014-12-31	$86,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,774,664
Contract administrator fees	2014-12-31	$4,656
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BRONTIDE LLC
Accountancy firm EIN	2014-12-31	472943723
2013 : THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,270,415
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,054,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,043,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,781,373
Value of total assets at end of year	2013-12-31	$15,728,716
Value of total assets at beginning of year	2013-12-31	$12,513,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$11,542
Total interest from all sources	2013-12-31	$5,628
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,356,792
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$82,674
Assets. Loans (other than to participants) at end of year	2013-12-31	$174,691
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$193,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,215,639
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,728,716
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,513,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$13,814,055
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$10,690,359
Interest on participant loans	2013-12-31	$5,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,653,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,544,440
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,483,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$341,907
Employer contributions (assets) at end of year	2013-12-31	$86,212
Employer contributions (assets) at beginning of year	2013-12-31	$84,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,043,234
Contract administrator fees	2013-12-31	$11,542
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WATKINS MEEGAN LLC
Accountancy firm EIN	2013-12-31	521297695
2012 : THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,161,245
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,725,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,681,954
Expenses. Certain deemed distributions of participant loans	2012-12-31	$39,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,754,020
Value of total assets at end of year	2012-12-31	$12,513,077
Value of total assets at beginning of year	2012-12-31	$11,077,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,198
Total interest from all sources	2012-12-31	$8,152
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,409,326
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$612
Assets. Loans (other than to participants) at end of year	2012-12-31	$193,369
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$243,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,435,547
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,513,077
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,077,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$10,690,359
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$9,124,662
Interest on participant loans	2012-12-31	$8,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,544,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,508,377
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,399,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$344,082
Employer contributions (assets) at end of year	2012-12-31	$84,909
Employer contributions (assets) at beginning of year	2012-12-31	$201,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,681,954
Contract administrator fees	2012-12-31	$4,198
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WATKINS MEEGAN LLC
Accountancy firm EIN	2012-12-31	521297695
2011 : THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$-1,990,280
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$52,803
Total income from all sources (including contributions)	2011-12-31	$2,197,809
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,140,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,122,334
Expenses. Certain deemed distributions of participant loans	2011-12-31	$11,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,456,603
Value of total assets at end of year	2011-12-31	$11,077,530
Value of total assets at beginning of year	2011-12-31	$12,063,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,509
Total interest from all sources	2011-12-31	$11,107
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,754,259
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$157,003
Assets. Loans (other than to participants) at end of year	2011-12-31	$243,122
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$327,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$52,803
Other income not declared elsewhere	2011-12-31	$54,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,056,920
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,077,530
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,010,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$9,124,662
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$9,748,375
Interest on participant loans	2011-12-31	$11,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,508,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,797,491
Net investment gain/loss from pooled separate accounts	2011-12-31	$-324,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$545,341
Employer contributions (assets) at end of year	2011-12-31	$201,369
Employer contributions (assets) at beginning of year	2011-12-31	$190,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,122,334
Contract administrator fees	2011-12-31	$7,509
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ARONSON LLC
Accountancy firm EIN	2011-12-31	371611326
2010 : THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$52,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,235,311
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$501,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$440,035
Expenses. Certain deemed distributions of participant loans	2010-12-31	$4,206
Value of total corrective distributions	2010-12-31	$52,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,042,394
Value of total assets at end of year	2010-12-31	$12,063,693
Value of total assets at beginning of year	2010-12-31	$8,276,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,036
Total interest from all sources	2010-12-31	$12,077
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,898,595
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$75,977
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$567,792
Assets. Loans (other than to participants) at end of year	2010-12-31	$327,105
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$218,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$52,803
Other income not declared elsewhere	2010-12-31	$58,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,734,231
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,010,890
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,276,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,062,329
Value of interest in pooled separate accounts at end of year	2010-12-31	$9,748,375
Interest on participant loans	2010-12-31	$12,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,797,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,635,680
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,122,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$576,007
Employer contributions (assets) at end of year	2010-12-31	$190,722
Employer contributions (assets) at beginning of year	2010-12-31	$284,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$440,035
Contract administrator fees	2010-12-31	$4,036
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ARONSON LLC
Accountancy firm EIN	2010-12-31	371611326
2009 : THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN

2019: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – 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 TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – 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 TAURI GROUP, LLC 401K PROFIT SHARING PLAN 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
2010: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE TAURI GROUP, LLC 401K PROFIT SHARING PLAN 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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	819565
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	819565
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	877261
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	819565
Policy instance	2

Potentially related plans

THE TAURI GROUP, LLC EMPLOYEE BENEFITS PLAN [EIN = 542041437]

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Company Name:	THE TAURI GROUP, LLC
Employer identification number (EIN):	542021437
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3347062