COMMUNITY TAX LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : COMMUNITY TAX LLC 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-10-26 | $0 |
Total transfer of assets from this plan | 2022-10-26 | $1,165,815 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-26 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-26 | $0 |
Total income from all sources (including contributions) | 2022-10-26 | $-61,554 |
Total loss/gain on sale of assets | 2022-10-26 | $0 |
Total of all expenses incurred | 2022-10-26 | $392,027 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-10-26 | $389,248 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-10-26 | $321,293 |
Value of total assets at end of year | 2022-10-26 | $0 |
Value of total assets at beginning of year | 2022-10-26 | $1,619,396 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-10-26 | $2,779 |
Total interest from all sources | 2022-10-26 | $1,447 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-10-26 | $10,970 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-10-26 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-10-26 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-10-26 | $10,970 |
Was this plan covered by a fidelity bond | 2022-10-26 | Yes |
Value of fidelity bond cover | 2022-10-26 | $161,948 |
If this is an individual account plan, was there a blackout period | 2022-10-26 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-10-26 | No |
Contributions received from participants | 2022-10-26 | $240,264 |
Participant contributions at end of year | 2022-10-26 | $0 |
Participant contributions at beginning of year | 2022-10-26 | $22,851 |
Participant contributions at end of year | 2022-10-26 | $0 |
Participant contributions at beginning of year | 2022-10-26 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-10-26 | $4,418 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-10-26 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-10-26 | $0 |
Liabilities. Value of operating payables at end of year | 2022-10-26 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-10-26 | $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 | 2022-10-26 | No |
Value of net income/loss | 2022-10-26 | $-453,581 |
Value of net assets at end of year (total assets less liabilities) | 2022-10-26 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-10-26 | $1,619,396 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-10-26 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-10-26 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-10-26 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-10-26 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-10-26 | $1,596,545 |
Interest on participant loans | 2022-10-26 | $1,447 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-10-26 | $-395,264 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-10-26 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-10-26 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-10-26 | No |
Contributions received in cash from employer | 2022-10-26 | $76,611 |
Employer contributions (assets) at end of year | 2022-10-26 | $0 |
Employer contributions (assets) at beginning of year | 2022-10-26 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-10-26 | $389,248 |
Contract administrator fees | 2022-10-26 | $2,779 |
Did the plan have assets held for investment | 2022-10-26 | No |
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 | 2022-10-26 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-10-26 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-10-26 | Unqualified |
Accountancy firm name | 2022-10-26 | PKF MUELLER |
Accountancy firm EIN | 2022-10-26 | 362658780 |
2021 : COMMUNITY TAX LLC 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $583,539 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $35,529 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $34,369 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $387,147 |
Value of total assets at end of year | 2021-12-31 | $1,619,396 |
Value of total assets at beginning of year | 2021-12-31 | $1,071,386 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,160 |
Total interest from all sources | 2021-12-31 | $1,251 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $79,510 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $79,510 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $161,948 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $295,842 |
Participant contributions at end of year | 2021-12-31 | $22,851 |
Participant contributions at beginning of year | 2021-12-31 | $12,001 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,054 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $1,160 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $548,010 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,619,396 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,071,386 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,596,545 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,059,385 |
Interest on participant loans | 2021-12-31 | $1,251 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $115,631 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $89,251 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $34,369 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PKF MUELLER |
Accountancy firm EIN | 2021-12-31 | 362658780 |
2020 : COMMUNITY TAX LLC 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $33 |
Total income from all sources (including contributions) | 2020-12-31 | $452,888 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $51,455 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $49,665 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $278,054 |
Value of total assets at end of year | 2020-12-31 | $1,071,386 |
Value of total assets at beginning of year | 2020-12-31 | $669,986 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,790 |
Total interest from all sources | 2020-12-31 | $756 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $28,415 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $28,415 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $107,138 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $218,485 |
Participant contributions at end of year | 2020-12-31 | $12,001 |
Participant contributions at beginning of year | 2020-12-31 | $8,705 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $10,534 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $33 |
Administrative expenses (other) incurred | 2020-12-31 | $1,790 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $401,433 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,071,386 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $669,953 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,059,385 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $649,210 |
Interest on participant loans | 2020-12-31 | $756 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $145,663 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $59,569 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,537 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $49,665 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | PKF MUELLER |
Accountancy firm EIN | 2020-12-31 | 362658780 |