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TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameTAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

TRI HOLDCO, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRI HOLDCO, INC.
Employer identification number (EIN):330336176
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Additional information about TRI HOLDCO, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1988-09-12
Company Identification Number: K32844
Legal Registered Office Address: 17888 67TH COURT NORTH

LOXAHATCHEE

33470

More information about TRI HOLDCO, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARK OLANDER MARK OLANDER2018-10-09
0022016-01-01MARK OLANDER
0022015-01-01MARK OLANDER
0022014-01-01MARK OLANDER
0022013-01-01MARK OLANDER
0022012-01-01MARK OLANDER
0022011-02-01MARK OLANDER

Plan Statistics for TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01356
Total number of active participants reported on line 7a of the Form 55002022-01-01284
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01327
Number of participants with account balances2022-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01353
Total number of active participants reported on line 7a of the Form 55002021-01-01279
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01317
Number of participants with account balances2021-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01329
Total number of active participants reported on line 7a of the Form 55002020-01-01262
Number of retired or separated participants receiving benefits2020-01-0131
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01310
Number of participants with account balances2020-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01355
Total number of active participants reported on line 7a of the Form 55002019-01-01254
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01288
Number of participants with account balances2019-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01333
Total number of active participants reported on line 7a of the Form 55002018-01-01252
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01322
Number of participants with account balances2018-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01278
Total number of active participants reported on line 7a of the Form 55002017-01-01213
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01266
Number of participants with account balances2017-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01241
Total number of active participants reported on line 7a of the Form 55002016-01-01194
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01237
Number of participants with account balances2016-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01214
Total number of active participants reported on line 7a of the Form 55002015-01-01180
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01211
Number of participants with account balances2015-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01193
Total number of active participants reported on line 7a of the Form 55002014-01-01162
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01184
Number of participants with account balances2014-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01186
Total number of active participants reported on line 7a of the Form 55002013-01-01160
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01180
Number of participants with account balances2013-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01179
Total number of active participants reported on line 7a of the Form 55002012-01-01162
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01167
Number of participants with account balances2012-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01138
Total number of active participants reported on line 7a of the Form 55002011-02-01124
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-01124
Number of participants with account balances2011-02-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010

Financial Data on TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$16,187,782
Total unrealized appreciation/depreciation of assets2022-12-31$16,187,782
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$20,231,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$19,765,139
Expenses. Interest paid2022-12-31$462,677
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$462,677
Total income from all sources (including contributions)2022-12-31$18,159,769
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,646,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,127,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,585,880
Value of total assets at end of year2022-12-31$92,677,660
Value of total assets at beginning of year2022-12-31$77,698,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,874
Total interest from all sources2022-12-31$246,285
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$60,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$43,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$41,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$20,231,027
Other income not declared elsewhere2022-12-31$79,594
Administrative expenses (other) incurred2022-12-31$100
Total non interest bearing cash at end of year2022-12-31$10,000
Total non interest bearing cash at beginning of year2022-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$14,513,493
Value of net assets at end of year (total assets less liabilities)2022-12-31$72,446,633
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$57,933,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$55,774
Income. Interest from corporate debt instruments2022-12-31$195,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$96,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$582,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$582,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$50,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$81,503,243
Assets. Invements in employer securities at beginning of year2022-12-31$67,199,610
Contributions received in cash from employer2022-12-31$1,585,880
Employer contributions (assets) at end of year2022-12-31$1,585,880
Employer contributions (assets) at beginning of year2022-12-31$1,142,279
Income. Dividends from common stock2022-12-31$60,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,127,725
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$6,955,988
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$6,197,580
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,482,539
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,525,014
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$19,765,139
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NICHOLSON & OLSON, CPA'S
Accountancy firm EIN2022-12-31942771548
2021 : TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$8,636,940
Total unrealized appreciation/depreciation of assets2021-12-31$8,636,940
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,765,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,492,818
Expenses. Interest paid2021-12-31$335,532
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$335,532
Total income from all sources (including contributions)2021-12-31$11,789,021
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,541,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,153,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,545,491
Value of total assets at end of year2021-12-31$77,698,279
Value of total assets at beginning of year2021-12-31$68,178,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,059
Total interest from all sources2021-12-31$185,366
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$52,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$7,436,081
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$41,545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$62,970
Total non interest bearing cash at end of year2021-12-31$10,000
Total non interest bearing cash at beginning of year2021-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,247,322
Value of net assets at end of year (total assets less liabilities)2021-12-31$57,933,140
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$55,685,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$53,059
Income. Interest from corporate debt instruments2021-12-31$185,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$582,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$602,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$602,357
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$369,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$67,199,610
Assets. Invements in employer securities at beginning of year2021-12-31$57,658,750
Contributions received in cash from employer2021-12-31$2,545,491
Employer contributions (assets) at end of year2021-12-31$1,142,279
Employer contributions (assets) at beginning of year2021-12-31$1,124,335
Income. Dividends from common stock2021-12-31$52,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,153,108
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$6,197,580
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$6,649,494
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,525,014
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,070,730
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$19,765,139
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$12,492,818
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NICHOLSON & OLSON, CPA'S
Accountancy firm EIN2021-12-31942771548
2020 : TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$12,236,929
Total unrealized appreciation/depreciation of assets2020-12-31$12,236,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,492,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,144,396
Expenses. Interest paid2020-12-31$363,279
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$363,279
Total income from all sources (including contributions)2020-12-31$15,013,765
Total loss/gain on sale of assets2020-12-31$685,543
Total of all expenses incurred2020-12-31$12,118,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,694,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,139,191
Value of total assets at end of year2020-12-31$68,178,636
Value of total assets at beginning of year2020-12-31$65,934,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,365
Total interest from all sources2020-12-31$195,860
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$79,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$7,685,679
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$62,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$45,179
Total non interest bearing cash at end of year2020-12-31$10,000
Total non interest bearing cash at beginning of year2020-12-31$44,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,895,732
Value of net assets at end of year (total assets less liabilities)2020-12-31$55,685,818
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,790,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$60,365
Income. Interest from corporate debt instruments2020-12-31$195,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$602,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$442,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$442,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-323,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$57,658,750
Assets. Invements in employer securities at beginning of year2020-12-31$53,107,500
Contributions received in cash from employer2020-12-31$2,139,191
Employer contributions (assets) at end of year2020-12-31$1,124,335
Employer contributions (assets) at beginning of year2020-12-31$1,041,716
Income. Dividends from common stock2020-12-31$79,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,694,389
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$6,649,494
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$8,322,498
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,070,730
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,930,527
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$6,216,308
Aggregate carrying amount (costs) on sale of assets2020-12-31$5,530,765
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$12,492,818
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$13,144,396
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NICHOLSON & OLSON, CPA'S
Accountancy firm EIN2020-12-31942771548
2019 : TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$8,972,500
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$8,972,500
Total unrealized appreciation/depreciation of assets2019-12-31$8,972,500
Total unrealized appreciation/depreciation of assets2019-12-31$8,972,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,144,396
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,112,987
Expenses. Interest paid2019-12-31$305,971
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$305,971
Expenses. Interest paid2019-12-31$305,971
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$305,971
Total income from all sources (including contributions)2019-12-31$12,279,102
Total income from all sources (including contributions)2019-12-31$12,279,102
Total loss/gain on sale of assets2019-12-31$245,586
Total loss/gain on sale of assets2019-12-31$245,586
Total of all expenses incurred2019-12-31$8,834,498
Total of all expenses incurred2019-12-31$8,834,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,451,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,451,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,035,923
Value of total assets at end of year2019-12-31$65,934,482
Value of total assets at beginning of year2019-12-31$60,458,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$77,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$77,165
Total interest from all sources2019-12-31$221,418
Total interest from all sources2019-12-31$221,418
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$107,562
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$107,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$45,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$71,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$71,374
Total non interest bearing cash at end of year2019-12-31$44,284
Total non interest bearing cash at beginning of year2019-12-31$5,000
Total non interest bearing cash at beginning of year2019-12-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,444,604
Value of net income/loss2019-12-31$3,444,604
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,790,086
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$49,345,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$77,165
Investment advisory and management fees2019-12-31$77,165
Income. Interest from corporate debt instruments2019-12-31$221,175
Income. Interest from corporate debt instruments2019-12-31$221,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$442,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$354,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$354,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$696,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$696,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$53,107,500
Assets. Invements in employer securities at beginning of year2019-12-31$44,135,000
Contributions received in cash from employer2019-12-31$2,035,923
Employer contributions (assets) at end of year2019-12-31$1,041,716
Employer contributions (assets) at beginning of year2019-12-31$28,462
Employer contributions (assets) at beginning of year2019-12-31$28,462
Income. Dividends from common stock2019-12-31$107,562
Income. Dividends from common stock2019-12-31$107,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,451,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,451,362
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$8,322,498
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$12,004,373
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,930,527
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,859,583
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$15,668,732
Aggregate proceeds on sale of assets2019-12-31$15,668,732
Aggregate carrying amount (costs) on sale of assets2019-12-31$15,423,146
Aggregate carrying amount (costs) on sale of assets2019-12-31$15,423,146
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$13,144,396
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$11,112,987
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NICHOLSON & OLSON, CPA'S
Accountancy firm name2019-12-31NICHOLSON & OLSON, CPA'S
Accountancy firm EIN2019-12-31942771548
Accountancy firm EIN2019-12-31942771548
2018 : TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-28,615,000
Total unrealized appreciation/depreciation of assets2018-12-31$-28,615,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,112,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,819,659
Expenses. Interest paid2018-12-31$396,227
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$396,227
Total income from all sources (including contributions)2018-12-31$-24,477,059
Total loss/gain on sale of assets2018-12-31$67,846
Total of all expenses incurred2018-12-31$1,076,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$594,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,131,362
Value of total assets at end of year2018-12-31$60,458,469
Value of total assets at beginning of year2018-12-31$89,718,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$85,406
Total interest from all sources2018-12-31$217,007
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$105,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$71,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,394,109
Total non interest bearing cash at end of year2018-12-31$5,000
Total non interest bearing cash at beginning of year2018-12-31$29,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-25,553,499
Value of net assets at end of year (total assets less liabilities)2018-12-31$49,345,482
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$74,898,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$85,406
Income. Interest from corporate debt instruments2018-12-31$215,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$354,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$532,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$532,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,160
Asset value of US Government securities at beginning of year2018-12-31$1,712,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-384,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$44,135,000
Assets. Invements in employer securities at beginning of year2018-12-31$72,750,000
Contributions received in cash from employer2018-12-31$4,131,362
Employer contributions (assets) at end of year2018-12-31$28,462
Income. Dividends from common stock2018-12-31$105,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$594,807
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$12,004,373
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$7,686,605
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,859,583
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$4,613,523
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$8,673,662
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,605,816
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$11,112,987
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$14,819,659
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NICHOLSON & OLSON, CPA'S
Accountancy firm EIN2018-12-31942771548
2017 : TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$26,412,970
Total unrealized appreciation/depreciation of assets2017-12-31$26,412,970
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,819,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,209,036
Expenses. Interest paid2017-12-31$476,813
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$476,813
Total income from all sources (including contributions)2017-12-31$33,535,340
Total loss/gain on sale of assets2017-12-31$83,541
Total of all expenses incurred2017-12-31$1,064,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$520,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,353,515
Value of total assets at end of year2017-12-31$89,718,640
Value of total assets at beginning of year2017-12-31$48,637,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$67,217
Total interest from all sources2017-12-31$189,872
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,495,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,394,109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$28,201
Total non interest bearing cash at end of year2017-12-31$29,408
Total non interest bearing cash at beginning of year2017-12-31$3,273,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$32,470,529
Value of net assets at end of year (total assets less liabilities)2017-12-31$74,898,981
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,428,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$67,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$532,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$464,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$464,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$189,872
Asset value of US Government securities at end of year2017-12-31$1,712,280
Asset value of US Government securities at beginning of year2017-12-31$1,267,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$72,750,000
Assets. Invements in employer securities at beginning of year2017-12-31$34,725,000
Contributions received in cash from employer2017-12-31$4,353,515
Employer contributions (assets) at beginning of year2017-12-31$3,196,802
Income. Dividends from preferred stock2017-12-31$2,425,000
Income. Dividends from common stock2017-12-31$70,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$520,781
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$7,686,605
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$3,552,428
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$4,613,523
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,130,409
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$4,700,965
Aggregate carrying amount (costs) on sale of assets2017-12-31$4,617,424
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$14,819,659
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$6,209,036
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NICHOLSON & OLSON, CPA'S
Accountancy firm EIN2017-12-31942771548
2016 : TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,840,828
Total unrealized appreciation/depreciation of assets2016-12-31$4,840,828
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,209,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,696,089
Expenses. Interest paid2016-12-31$291,338
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$291,338
Total income from all sources (including contributions)2016-12-31$12,335,684
Total loss/gain on sale of assets2016-12-31$115,684
Total of all expenses incurred2016-12-31$589,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$252,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,242,774
Value of total assets at end of year2016-12-31$48,637,488
Value of total assets at beginning of year2016-12-31$40,377,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,028
Total interest from all sources2016-12-31$89,146
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$47,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$28,201
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$16,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$11,336
Other income not declared elsewhere2016-12-31$40
Total non interest bearing cash at end of year2016-12-31$3,273,168
Total non interest bearing cash at beginning of year2016-12-31$408,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$11,746,560
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,428,452
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,681,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$45,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,857,889
Income. Interest from corporate debt instruments2016-12-31$89,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$464,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$611,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$611,086
Asset value of US Government securities at end of year2016-12-31$1,267,326
Asset value of US Government securities at beginning of year2016-12-31$999,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$34,725,000
Assets. Invements in employer securities at beginning of year2016-12-31$30,037,125
Contributions received in cash from employer2016-12-31$7,242,774
Employer contributions (assets) at end of year2016-12-31$3,196,802
Employer contributions (assets) at beginning of year2016-12-31$2,838,285
Income. Dividends from common stock2016-12-31$47,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$252,758
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,177,892
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$3,552,428
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,206,395
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,130,409
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,224,542
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$4,214,994
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,099,310
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$6,209,036
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$9,684,753
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NICHOLSON & OLSON, CPA'S
Accountancy firm EIN2016-12-31942771548
2015 : TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$3,080,605
Total unrealized appreciation/depreciation of assets2015-12-31$3,080,605
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,696,089
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,745,375
Expenses. Interest paid2015-12-31$382,047
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$382,047
Total income from all sources (including contributions)2015-12-31$9,556,270
Total loss/gain on sale of assets2015-12-31$-22,028
Total of all expenses incurred2015-12-31$437,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,503,289
Value of total assets at end of year2015-12-31$40,377,981
Value of total assets at beginning of year2015-12-31$34,308,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,559
Total interest from all sources2015-12-31$63,745
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$81,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$57,084
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$16,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$11,336
Other income not declared elsewhere2015-12-31$282
Total non interest bearing cash at end of year2015-12-31$408,685
Total non interest bearing cash at beginning of year2015-12-31$242,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$9,118,988
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,681,892
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,562,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$41,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,857,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$639,949
Income. Interest from US Government securities2015-12-31$19,920
Income. Interest from corporate debt instruments2015-12-31$42,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$611,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$891,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$891,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,430
Asset value of US Government securities at end of year2015-12-31$999,160
Asset value of US Government securities at beginning of year2015-12-31$951,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-151,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$30,037,125
Assets. Invements in employer securities at beginning of year2015-12-31$26,911,875
Contributions received in cash from employer2015-12-31$6,503,289
Employer contributions (assets) at end of year2015-12-31$2,838,285
Employer contributions (assets) at beginning of year2015-12-31$2,459,846
Income. Dividends from preferred stock2015-12-31$19
Income. Dividends from common stock2015-12-31$24,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,676
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,177,892
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,206,395
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,904,354
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,224,542
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$307,429
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$5,014,061
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,036,089
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$9,684,753
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$12,745,375
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31NICHOLSON & OLSON, CPA'S
Accountancy firm EIN2015-12-31942771548
2014 : TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$6,243,164
Total unrealized appreciation/depreciation of assets2014-12-31$6,243,164
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,745,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,413,628
Expenses. Interest paid2014-12-31$459,833
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$459,833
Total income from all sources (including contributions)2014-12-31$12,062,911
Total loss/gain on sale of assets2014-12-31$118
Total of all expenses incurred2014-12-31$508,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$34,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,796,341
Value of total assets at end of year2014-12-31$34,308,279
Value of total assets at beginning of year2014-12-31$25,422,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,516
Total interest from all sources2014-12-31$12,737
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$4,051
Total non interest bearing cash at end of year2014-12-31$242,113
Total non interest bearing cash at beginning of year2014-12-31$2,325,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$11,554,398
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,562,904
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,008,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$14,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$639,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$891,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$12,737
Asset value of US Government securities at end of year2014-12-31$951,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$26,911,875
Assets. Invements in employer securities at beginning of year2014-12-31$20,661,375
Contributions received in cash from employer2014-12-31$5,796,341
Employer contributions (assets) at end of year2014-12-31$2,459,846
Employer contributions (assets) at beginning of year2014-12-31$2,435,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$34,164
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,904,354
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$307,429
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,993
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,875
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$12,745,375
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$15,413,628
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NICHOLSON & OLSON, CPA'S
Accountancy firm EIN2014-12-31942771548
2013 : TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,951,625
Total unrealized appreciation/depreciation of assets2013-12-31$2,951,625
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,413,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,848,960
Expenses. Interest paid2013-12-31$532,982
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$532,982
Total income from all sources (including contributions)2013-12-31$8,357,372
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$552,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$19,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,403,646
Value of total assets at end of year2013-12-31$25,422,134
Value of total assets at beginning of year2013-12-31$20,052,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$750,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$2,101
Total non interest bearing cash at end of year2013-12-31$2,325,427
Total non interest bearing cash at beginning of year2013-12-31$52,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,805,136
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,008,506
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,203,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$20,661,375
Assets. Invements in employer securities at beginning of year2013-12-31$17,709,750
Contributions received in cash from employer2013-12-31$5,403,646
Employer contributions (assets) at end of year2013-12-31$2,435,332
Employer contributions (assets) at beginning of year2013-12-31$2,289,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$19,254
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$15,413,628
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$17,848,960
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31NICHOLSON & OLSON, CPA'S
Accountancy firm EIN2013-12-31942771548
2012 : TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-5,925,625
Total unrealized appreciation/depreciation of assets2012-12-31$-5,925,625
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,848,960
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,703,471
Expenses. Interest paid2012-12-31$390,656
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$390,656
Total income from all sources (including contributions)2012-12-31$-955,697
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$390,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,969,928
Value of total assets at end of year2012-12-31$20,052,330
Value of total assets at beginning of year2012-12-31$9,253,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$750,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Total non interest bearing cash at end of year2012-12-31$52,944
Total non interest bearing cash at beginning of year2012-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,346,353
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,203,370
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,549,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$17,709,750
Assets. Invements in employer securities at beginning of year2012-12-31$7,600,250
Contributions received in cash from employer2012-12-31$4,969,928
Employer contributions (assets) at end of year2012-12-31$2,289,636
Employer contributions (assets) at beginning of year2012-12-31$1,652,444
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$17,848,960
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$5,703,471
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31NICHOLSON & OLSON, CPA'S
Accountancy firm EIN2012-12-31942771548
2011 : TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$243,835
Total unrealized appreciation/depreciation of assets2011-12-31$243,835
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,703,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$14,615
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$14,615
Total income from all sources (including contributions)2011-12-31$3,564,338
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$14,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,320,503
Value of total assets at end of year2011-12-31$9,253,194
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$750,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Total non interest bearing cash at end of year2011-12-31$500
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,549,723
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,549,723
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$7,600,250
Contributions received in cash from employer2011-12-31$3,320,503
Employer contributions (assets) at end of year2011-12-31$1,652,444
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$5,703,471
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31NICHOLSON & OLSON, CPA'S
Accountancy firm EIN2011-12-31942771548

Form 5500 Responses for TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TAXRESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01First time form 5500 has been submittedYes
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes

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