Logo

T & R TAX SERVICE, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameT & R TAX SERVICE, INC. PROFIT SHARING PLAN
Plan identification number 001

T & R TAX SERVICE, INC. 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
  • 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

T & R TAX SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:T & R TAX SERVICE, INC.
Employer identification number (EIN):850378094
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T & R TAX SERVICE, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01STEVEN PARRISH2022-06-06 STEVEN PARRISH2022-06-06
0012020-01-01STEVEN PARRISH2021-05-17 STEVEN PARRISH2021-05-17
0012019-01-01STEVEN PARRISH2020-04-29 STEVEN PARRISH2020-04-29
0012018-01-01STEVEN PARRISH2019-04-17 STEVEN PARRISH2019-04-17
0012017-01-01STEVEN PARRISH2018-05-02 STEVEN PARRISH2018-05-02
0012016-01-01STEVEN PARRISH2017-04-17 STEVEN PARRISH2017-04-17
0012015-01-01STEVEN L. PARRISH2016-06-29
0012013-01-01STEVEN L. PARRISH2014-05-28
0012012-01-01STEVEN L. PARRISH2013-05-02
0012011-01-01STEVEN L. PARRISH

Plan Statistics for T & R TAX SERVICE, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for T & R TAX SERVICE, INC. PROFIT SHARING PLAN

Measure Date Value
2011: T & R TAX SERVICE, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
Total of all active and inactive participants2011-01-017
Total participants2011-01-017
Number of participants with account balances2011-01-017

Financial Data on T & R TAX SERVICE, INC. PROFIT SHARING PLAN

Measure Date Value
2011 : T & R TAX SERVICE, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$34,480
Expenses. Total of all expenses incurred2011-12-31$150
Total plan assets at end of year2011-12-31$84,330
Total plan assets at beginning of year2011-12-31$50,000
Value of fidelity bond covering the plan2011-12-31$20,000
Other income received2011-12-31$-520
Net income (gross income less expenses)2011-12-31$34,330
Net plan assets at end of year (total assets less liabilities)2011-12-31$84,330
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$50,000
Total contributions received or receivable from employer(s)2011-12-31$35,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$150
2010 : T & R TAX SERVICE, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$50,000
Total plan assets at end of year2010-12-31$50,000
Net income (gross income less expenses)2010-12-31$50,000
Net plan assets at end of year (total assets less liabilities)2010-12-31$50,000
Total contributions received or receivable from employer(s)2010-12-31$50,000

Form 5500 Responses for T & R TAX SERVICE, INC. PROFIT SHARING PLAN

2011: T & R TAX SERVICE, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup