TAURUS INVESTMENT HOLDINGS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TAURUS INVESTMENT HOLDINGS, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: TAURUS INVESTMENT HOLDINGS, LLC 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 102 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 15 |
| Total of all active and inactive participants | 2022-01-01 | 117 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 117 |
| Number of participants with account balances | 2022-01-01 | 99 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: TAURUS INVESTMENT HOLDINGS, LLC 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 78 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 17 |
| Total of all active and inactive participants | 2021-01-01 | 95 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 95 |
| Number of participants with account balances | 2021-01-01 | 81 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: TAURUS INVESTMENT HOLDINGS, LLC 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 84 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
| Total of all active and inactive participants | 2020-01-01 | 94 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 94 |
| Number of participants with account balances | 2020-01-01 | 76 |
| Measure | Date | Value |
|---|
| 2022 : TAURUS INVESTMENT HOLDINGS, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-463,075 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $506,639 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $459,500 |
| Total plan assets at end of year | 2022-12-31 | $10,488,718 |
| Total plan assets at beginning of year | 2022-12-31 | $11,458,432 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $975,817 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $23,980 |
| Other income received | 2022-12-31 | $-1,972,970 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-969,714 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $10,488,718 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,458,432 |
| Assets. Value of participant loans | 2022-12-31 | $7,398 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $510,098 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $47,139 |
| 2021 : TAURUS INVESTMENT HOLDINGS, LLC 401(K) PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $2,570,056 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,084,956 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,030,512 |
| Total plan assets at end of year | 2021-12-31 | $11,458,432 |
| Total plan assets at beginning of year | 2021-12-31 | $9,973,332 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $751,625 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $5,539 |
| Other income received | 2021-12-31 | $1,443,604 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,485,100 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $11,458,432 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,973,332 |
| Assets. Value of participant loans | 2021-12-31 | $28,163 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $369,288 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $54,444 |
| 2020 : TAURUS INVESTMENT HOLDINGS, LLC 401(K) PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $2,605,147 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $903,396 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $890,402 |
| Total plan assets at end of year | 2020-12-31 | $9,973,332 |
| Total plan assets at beginning of year | 2020-12-31 | $8,271,581 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $725,082 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $551,347 |
| Other income received | 2020-12-31 | $1,105,813 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $1,701,751 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $9,973,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,271,581 |
| Assets. Value of participant loans | 2020-12-31 | $33,561 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $222,905 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $12,994 |
| 2022: TAURUS INVESTMENT HOLDINGS, LLC 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: TAURUS INVESTMENT HOLDINGS, LLC 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: TAURUS INVESTMENT HOLDINGS, LLC 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
