THE TAX PROS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST
Measure | Date | Value |
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2020: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 1 |
Number of participants with account balances | 2020-01-01 | 1 |
2019: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
2018: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
2017: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 1 |
2016: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 1 |
Number of participants with account balances | 2016-01-01 | 1 |
2015: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 1 |
2014: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 1 |
Measure | Date | Value |
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2020 : THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $56,047 |
Total plan assets at end of year | 2020-12-31 | $192,584 |
Total plan assets at beginning of year | 2020-12-31 | $136,537 |
Total contributions received or receivable from participants | 2020-12-31 | $19,500 |
Other income received | 2020-12-31 | $28,297 |
Net income (gross income less expenses) | 2020-12-31 | $56,047 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $192,584 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $136,537 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $8,250 |
2019 : THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $47,908 |
Total plan assets at end of year | 2019-12-31 | $136,537 |
Total plan assets at beginning of year | 2019-12-31 | $88,629 |
Total contributions received or receivable from participants | 2019-12-31 | $19,000 |
Other income received | 2019-12-31 | $20,658 |
Net income (gross income less expenses) | 2019-12-31 | $47,908 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $136,537 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $88,629 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $8,250 |
2018 : THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $9,796 |
Total plan assets at end of year | 2018-12-31 | $88,629 |
Total plan assets at beginning of year | 2018-12-31 | $78,833 |
Total contributions received or receivable from participants | 2018-12-31 | $18,500 |
Other income received | 2018-12-31 | $-8,704 |
Net income (gross income less expenses) | 2018-12-31 | $9,796 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $88,629 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $78,833 |
2017 : THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $24,285 |
Total plan assets at end of year | 2017-12-31 | $78,833 |
Total plan assets at beginning of year | 2017-12-31 | $54,548 |
Total contributions received or receivable from participants | 2017-12-31 | $18,000 |
Other income received | 2017-12-31 | $6,285 |
Net income (gross income less expenses) | 2017-12-31 | $24,285 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $78,833 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $54,548 |
2016 : THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $8,000 |
Total income from all sources | 2016-12-31 | $19,898 |
Total plan assets at end of year | 2016-12-31 | $54,548 |
Total plan assets at beginning of year | 2016-12-31 | $42,650 |
Total contributions received or receivable from participants | 2016-12-31 | $18,000 |
Other income received | 2016-12-31 | $1,898 |
Net income (gross income less expenses) | 2016-12-31 | $19,898 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $54,548 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $34,650 |
2015 : THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $8,000 |
Total income from all sources | 2015-12-31 | $16,907 |
Total plan assets at end of year | 2015-12-31 | $42,650 |
Total plan assets at beginning of year | 2015-12-31 | $17,743 |
Total contributions received or receivable from participants | 2015-12-31 | $18,000 |
Other income received | 2015-12-31 | $-1,093 |
Net income (gross income less expenses) | 2015-12-31 | $16,907 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $34,650 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $17,743 |
2014 : THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $17,500 |
Total plan assets at end of year | 2014-12-31 | $17,500 |
Total contributions received or receivable from participants | 2014-12-31 | $17,500 |
Net income (gross income less expenses) | 2014-12-31 | $17,500 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $17,500 |
2020: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | First time form 5500 has been submitted | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |