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THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameTHOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • 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 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

THOROUGHBRED RESEARCH GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THOROUGHBRED RESEARCH GROUP, INC.
Employer identification number (EIN):610993142
NAIC Classification:541910
NAIC Description:Marketing Research and Public Opinion Polling

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01BRIAN TRAMMELL
0022015-01-01HAROLD BUSACK
0022014-01-01HAROLD BUSACK
0022013-01-01HAROLD BUSACK
0022012-01-01HAROLD BUSACK
0022011-01-01HAROLD BUSACK
0022009-01-01HAROLD BUSACK
0022008-01-01
0022007-01-01HAROLD BUSACK

Financial Data on THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2016 : THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$1,911,031
Total income from all sources2016-12-31$19,219
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$17
Total plan assets at beginning of year2016-12-31$1,891,829
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$19,219
Net income (gross income less expenses)2016-12-31$19,219
Net plan assets at end of year (total assets less liabilities)2016-12-31$17
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$-19,202
Assets. Value of employer securities2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$1,911,032
Total plan liabilities at beginning of year2015-12-31$2,020,369
Total income from all sources2015-12-31$221,077
Expenses. Total of all expenses incurred2015-12-31$84,849
Benefits paid (including direct rollovers)2015-12-31$36,593
Total plan assets at end of year2015-12-31$4,389,995
Total plan assets at beginning of year2015-12-31$4,363,104
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$48,256
Net income (gross income less expenses)2015-12-31$136,228
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,478,963
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,342,735
Assets. Value of employer securities2015-12-31$4,348,550
Total contributions received or receivable from employer(s)2015-12-31$221,077
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$2,020,369
Total plan liabilities at beginning of year2014-12-31$2,159,395
Total income from all sources2014-12-31$410,680
Expenses. Total of all expenses incurred2014-12-31$69,653
Benefits paid (including direct rollovers)2014-12-31$17,179
Total plan assets at end of year2014-12-31$4,363,104
Total plan assets at beginning of year2014-12-31$4,161,103
Value of fidelity bond covering the plan2014-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$52,474
Other income received2014-12-31$198,968
Net income (gross income less expenses)2014-12-31$341,027
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,342,735
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,001,708
Assets. Value of employer securities2014-12-31$4,348,550
Total contributions received or receivable from employer(s)2014-12-31$211,712
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$2,157,456
Total plan liabilities at beginning of year2013-12-31$2,362,341
Total income from all sources2013-12-31$206,852
Expenses. Total of all expenses incurred2013-12-31$73,539
Benefits paid (including direct rollovers)2013-12-31$17,660
Total plan assets at end of year2013-12-31$4,252,108
Total plan assets at beginning of year2013-12-31$4,323,680
Value of fidelity bond covering the plan2013-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$55,879
Other income received2013-12-31$-91,004
Net income (gross income less expenses)2013-12-31$133,313
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,094,652
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,961,339
Assets. Value of employer securities2013-12-31$4,240,586
Total contributions received or receivable from employer(s)2013-12-31$206,852
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$2,362,341
Total plan liabilities at beginning of year2012-12-31$958,045
Total income from all sources2012-12-31$1,289,710
Expenses. Total of all expenses incurred2012-12-31$90,541
Benefits paid (including direct rollovers)2012-12-31$58,670
Total plan assets at end of year2012-12-31$4,323,680
Total plan assets at beginning of year2012-12-31$1,720,215
Value of fidelity bond covering the plan2012-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$31,865
Other income received2012-12-31$728,878
Net income (gross income less expenses)2012-12-31$1,199,169
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,961,339
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$762,170
Assets. Value of employer securities2012-12-31$4,240,586
Total contributions received or receivable from employer(s)2012-12-31$560,832
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$958,045
Total plan liabilities at beginning of year2011-12-31$1,619,806
Total income from all sources2011-12-31$996,225
Expenses. Total of all expenses incurred2011-12-31$100,296
Benefits paid (including direct rollovers)2011-12-31$25,072
Total plan assets at end of year2011-12-31$1,720,215
Total plan assets at beginning of year2011-12-31$1,486,047
Value of fidelity bond covering the plan2011-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2011-12-31$75,221
Other income received2011-12-31$172,000
Net income (gross income less expenses)2011-12-31$895,929
Net plan assets at end of year (total assets less liabilities)2011-12-31$762,170
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$-133,759
Assets. Value of employer securities2011-12-31$1,517,000
Total contributions received or receivable from employer(s)2011-12-31$824,225
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3
2010 : THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$1,619,806
Total plan liabilities at beginning of year2010-12-31$2,061,659
Total income from all sources2010-12-31$386,010
Expenses. Total of all expenses incurred2010-12-31$113,363
Total plan assets at end of year2010-12-31$1,486,047
Total plan assets at beginning of year2010-12-31$1,655,253
Value of fidelity bond covering the plan2010-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$113,363
Other income received2010-12-31$-145,000
Net income (gross income less expenses)2010-12-31$272,647
Net plan assets at end of year (total assets less liabilities)2010-12-31$-133,759
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$-406,406
Assets. Value of employer securities2010-12-31$1,345,000
Total contributions received or receivable from employer(s)2010-12-31$531,010

Form 5500 Responses for THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN

2016: THOROUGHBRED RESEARCH GROUP, 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: THOROUGHBRED RESEARCH GROUP, 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: THOROUGHBRED RESEARCH GROUP, 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: THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: THOROUGHBRED RESEARCH GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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