401k Plan data: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined 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 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

TATA & HOWARD, INC. has sponsored the creation of one or more 401k plans.

Company Name: TATA & HOWARD, INC.

Employer identification number (EIN): 043169205

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about TATA & HOWARD, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2015-05-22

Company Identification Number: 0802221284

Legal Registered Office Address: 67 FOREST ST

MARLBOROUGH
United States of America (USA)
01752

More information about TATA & HOWARD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 JENNIFIER W RZASA 2020-09-09
002 2018-01-01 JENNIFIER W RZASA 2019-10-02
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 DONALD J. TATA

Plan Statistics for TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 44
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 35
Total of all active and inactive participants 2022-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 87
Number of participants with account balances 2022-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 42
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 31
Total of all active and inactive participants 2021-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 78
Number of participants with account balances 2021-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 48
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 24
Total of all active and inactive participants 2020-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 74
Number of participants with account balances 2020-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 50
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 38
Total of all active and inactive participants 2019-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 89
Number of participants with account balances 2019-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 54
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 83
Number of participants with account balances 2018-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 49
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 24
Total of all active and inactive participants 2017-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 74
Number of participants with account balances 2017-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 50
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 65
Number of participants with account balances 2016-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 11
2015: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 60
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 64
Number of participants with account balances 2015-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 49
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 49
Number of participants with account balances 2014-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	44
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	35
Total of all active and inactive participants	2022-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	87
Number of participants with account balances	2022-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	42
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	31
Total of all active and inactive participants	2021-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	78
Number of participants with account balances	2021-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	48
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	24
Total of all active and inactive participants	2020-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	74
Number of participants with account balances	2020-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	50
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	38
Total of all active and inactive participants	2019-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	89
Number of participants with account balances	2019-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	54
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	83
Number of participants with account balances	2018-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	49
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	24
Total of all active and inactive participants	2017-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	74
Number of participants with account balances	2017-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	50
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	65
Number of participants with account balances	2016-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	11
2015: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	60
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	64
Number of participants with account balances	2015-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	49
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	49
Number of participants with account balances	2014-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$199,525
Total plan liabilities at beginning of year	2022-12-31	$229,473
Total income from all sources	2022-12-31	$183,277
Expenses. Total of all expenses incurred	2022-12-31	$63,299
Benefits paid (including direct rollovers)	2022-12-31	$56,395
Total plan assets at end of year	2022-12-31	$4,470,091
Total plan assets at beginning of year	2022-12-31	$4,380,061
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$6,904
Other income received	2022-12-31	$90,000
Net income (gross income less expenses)	2022-12-31	$119,978
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,270,566
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,150,588
Assets. Value of employer securities	2022-12-31	$4,470,000
Total contributions received or receivable from employer(s)	2022-12-31	$93,277
2021 : TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$229,473
Total plan liabilities at beginning of year	2021-12-31	$258,549
Total income from all sources	2021-12-31	$64,003
Expenses. Total of all expenses incurred	2021-12-31	$34,947
Benefits paid (including direct rollovers)	2021-12-31	$27,171
Total plan assets at end of year	2021-12-31	$4,380,061
Total plan assets at beginning of year	2021-12-31	$4,380,081
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$7,776
Net income (gross income less expenses)	2021-12-31	$29,056
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,150,588
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,121,532
Assets. Value of employer securities	2021-12-31	$4,380,000
Total contributions received or receivable from employer(s)	2021-12-31	$64,003
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$258,549
Total plan liabilities at beginning of year	2020-12-31	$286,778
Total income from all sources	2020-12-31	$911,800
Expenses. Total of all expenses incurred	2020-12-31	$73,491
Benefits paid (including direct rollovers)	2020-12-31	$64,868
Total plan assets at end of year	2020-12-31	$4,380,081
Total plan assets at beginning of year	2020-12-31	$3,570,001
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$8,623
Other income received	2020-12-31	$810,000
Net income (gross income less expenses)	2020-12-31	$838,309
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,121,532
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,283,223
Assets. Value of employer securities	2020-12-31	$4,380,000
Total contributions received or receivable from employer(s)	2020-12-31	$101,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$286,778
Total plan liabilities at beginning of year	2019-12-31	$314,185
Total income from all sources	2019-12-31	$704,332
Expenses. Total of all expenses incurred	2019-12-31	$9,425
Total plan assets at end of year	2019-12-31	$3,570,001
Total plan assets at beginning of year	2019-12-31	$2,902,501
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$9,425
Other income received	2019-12-31	$667,500
Net income (gross income less expenses)	2019-12-31	$694,907
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,283,223
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,588,316
Assets. Value of employer securities	2019-12-31	$3,570,000
Total contributions received or receivable from employer(s)	2019-12-31	$36,832
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$314,185
Total plan liabilities at beginning of year	2018-12-31	$340,793
Total income from all sources	2018-12-31	$44,332
Expenses. Total of all expenses incurred	2018-12-31	$10,224
Total plan assets at end of year	2018-12-31	$2,902,501
Total plan assets at beginning of year	2018-12-31	$2,895,001
Value of fidelity bond covering the plan	2018-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$10,224
Other income received	2018-12-31	$7,500
Net income (gross income less expenses)	2018-12-31	$34,108
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,588,316
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,554,208
Assets. Value of employer securities	2018-12-31	$2,902,500
Total contributions received or receivable from employer(s)	2018-12-31	$36,832
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$340,793
Total plan liabilities at beginning of year	2017-12-31	$366,626
Total income from all sources	2017-12-31	$1,491,832
Expenses. Total of all expenses incurred	2017-12-31	$10,999
Total plan assets at end of year	2017-12-31	$2,895,001
Total plan assets at beginning of year	2017-12-31	$1,440,001
Value of fidelity bond covering the plan	2017-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$10,999
Other income received	2017-12-31	$1,455,000
Net income (gross income less expenses)	2017-12-31	$1,480,833
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,554,208
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,073,375
Assets. Value of employer securities	2017-12-31	$2,895,000
Total contributions received or receivable from employer(s)	2017-12-31	$36,832
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$366,626
Total plan liabilities at beginning of year	2016-12-31	$391,707
Total income from all sources	2016-12-31	$6,832
Expenses. Total of all expenses incurred	2016-12-31	$11,751
Total plan assets at end of year	2016-12-31	$1,440,001
Total plan assets at beginning of year	2016-12-31	$1,470,001
Value of fidelity bond covering the plan	2016-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$11,751
Other income received	2016-12-31	$-30,000
Net income (gross income less expenses)	2016-12-31	$-4,919
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,073,375
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,078,294
Assets. Value of employer securities	2016-12-31	$1,440,000
Total contributions received or receivable from employer(s)	2016-12-31	$36,832
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$391,707
Total plan liabilities at beginning of year	2015-12-31	$416,057
Total income from all sources	2015-12-31	$1,047,832
Expenses. Total of all expenses incurred	2015-12-31	$12,482
Total plan assets at end of year	2015-12-31	$1,470,001
Total plan assets at beginning of year	2015-12-31	$459,001
Value of fidelity bond covering the plan	2015-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$12,482
Other income received	2015-12-31	$1,011,000
Net income (gross income less expenses)	2015-12-31	$1,035,350
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,078,294
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$42,944
Assets. Value of employer securities	2015-12-31	$1,470,000
Total contributions received or receivable from employer(s)	2015-12-31	$36,832
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$416,057
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$45,866
Expenses. Total of all expenses incurred	2014-12-31	$2,922
Total plan assets at end of year	2014-12-31	$459,001
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,922
Other income received	2014-12-31	$9,000
Net income (gross income less expenses)	2014-12-31	$42,944
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$42,944
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$459,000
Total contributions received or receivable from employer(s)	2014-12-31	$36,866
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP 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: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP 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: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TATA & HOWARD, INC.
Employer identification number (EIN):	043169205
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2015-05-22
Company Identification Number:	0802221284
Legal Registered Office Address:	67 FOREST ST MARLBOROUGH United States of America (USA) 01752