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THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTHE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 002

THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

THE TAX PROS has sponsored the creation of one or more 401k plans.

Company Name:THE TAX PROS
Employer identification number (EIN):770587437
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01MIKE HARRAR
0022017-01-01MIKE HARRAR
0022016-01-01MIKE HARRAR
0022015-01-01MIKE HARRAR
0022014-01-01MIKE HARRAR

Financial Data on THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-160
Total liabilities as of the beginning of the plan year2025-10-160
Total expenses incurred by plan in this plan year2025-10-160
Net assets as of the end of the plan year2025-10-16400014
Total assets as of the beginning of the plan year2025-10-16400014
Plan net income in this plan year2025-10-160
Net assets as of the end of the plan year2025-10-16400014
Net assets as of the beginning of the plan year2025-10-16400014
2024 : THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-230
Net assets as of the end of the plan year2024-07-23400014
Total assets as of the beginning of the plan year2024-07-23233661
Participant contributions to plan in this plan year2024-07-2322500
Other income to plan in this plan year2024-07-23129671
Plan net income in this plan year2024-07-23166353
Net assets as of the end of the plan year2024-07-23400014
Net assets as of the beginning of the plan year2024-07-23233661
Employer contributions to plan in this plan year2024-07-2314182
2020 : THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$56,047
Total plan assets at end of year2020-12-31$192,584
Total plan assets at beginning of year2020-12-31$136,537
Total contributions received or receivable from participants2020-12-31$19,500
Other income received2020-12-31$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
Total income from all sources2019-12-31$47,908
Total plan assets at end of year2019-12-31$136,537
Total plan assets at beginning of year2019-12-31$88,629
Total contributions received or receivable from participants2019-12-31$19,000
Other income received2019-12-31$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
Total income from all sources2018-12-31$9,796
Total plan assets at end of year2018-12-31$88,629
Total plan assets at beginning of year2018-12-31$78,833
Total contributions received or receivable from participants2018-12-31$18,500
Other income received2018-12-31$-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
Total income from all sources2017-12-31$24,285
Total plan assets at end of year2017-12-31$78,833
Total plan assets at beginning of year2017-12-31$54,548
Total contributions received or receivable from participants2017-12-31$18,000
Other income received2017-12-31$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
Total plan liabilities at beginning of year2016-12-31$8,000
Total income from all sources2016-12-31$19,898
Total plan assets at end of year2016-12-31$54,548
Total plan assets at beginning of year2016-12-31$42,650
Total contributions received or receivable from participants2016-12-31$18,000
Other income received2016-12-31$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
Total plan liabilities at end of year2015-12-31$8,000
Total income from all sources2015-12-31$16,907
Total plan assets at end of year2015-12-31$42,650
Total plan assets at beginning of year2015-12-31$17,743
Total contributions received or receivable from participants2015-12-31$18,000
Other income received2015-12-31$-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
Total income from all sources2014-12-31$17,500
Total plan assets at end of year2014-12-31$17,500
Total contributions received or receivable from participants2014-12-31$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

Form 5500 Responses for THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST

2020: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE TAX PROS 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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