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EXACTAX, INC. 401(K) PLAN 401k Plan overview

Plan NameEXACTAX, INC. 401(K) PLAN
Plan identification number 001

EXACTAX, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:EXACTAX, INC.
Employer identification number (EIN):330369249
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXACTAX, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01JUDY M HENDRY2020-10-08 EXACTAX INC2020-10-08
0012019-01-01JUDY M HENDRY2020-10-09 JUDY M HENDRY2020-10-09
0012018-01-01JUDY M HENDRY2019-07-16
0012017-01-01JUDY M HENDRY2018-07-23
0012016-01-01JUDY M HENDRY2017-07-18
0012015-01-01JUDY HENDRY2016-08-01
0012014-01-01JUDY M HENDRY
0012013-01-01JUDY M HENDRY
0012012-01-01JUDY M HENDRY
0012011-01-01JUDY M HENDRY
0012009-01-01JUDY M HENDRY

Plan Statistics for EXACTAX, INC. 401(K) PLAN

401k plan membership statisitcs for EXACTAX, INC. 401(K) PLAN

Measure Date Value
2014: EXACTAX, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0127
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0127
Number of participants with account balances2014-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: EXACTAX, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0129
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0128
Number of participants with account balances2013-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: EXACTAX, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0129
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0128
Number of participants with account balances2012-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: EXACTAX, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0131
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0131
Number of participants with account balances2011-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EXACTAX, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0142
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0136
Number of participants with account balances2009-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EXACTAX, INC. 401(K) PLAN

Measure Date Value
2014 : EXACTAX, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$378,604
Expenses. Total of all expenses incurred2014-12-31$263,950
Benefits paid (including direct rollovers)2014-12-31$255,347
Total plan assets at end of year2014-12-31$4,050,901
Total plan assets at beginning of year2014-12-31$3,936,247
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$139,913
Expenses. Other expenses not covered elsewhere2014-12-31$8,603
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$201,238
Net income (gross income less expenses)2014-12-31$114,654
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,050,901
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,936,247
Assets. Value of participant loans2014-12-31$22,165
Total contributions received or receivable from employer(s)2014-12-31$37,453
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : EXACTAX, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$810,435
Expenses. Total of all expenses incurred2013-12-31$327,483
Benefits paid (including direct rollovers)2013-12-31$326,960
Total plan assets at end of year2013-12-31$3,936,247
Total plan assets at beginning of year2013-12-31$3,453,295
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$152,547
Expenses. Other expenses not covered elsewhere2013-12-31$523
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$626,822
Net income (gross income less expenses)2013-12-31$482,952
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,936,247
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,453,295
Assets. Value of participant loans2013-12-31$49,572
Total contributions received or receivable from employer(s)2013-12-31$31,066
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : EXACTAX, INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$557,705
Expenses. Total of all expenses incurred2012-12-31$303,263
Benefits paid (including direct rollovers)2012-12-31$302,939
Total plan assets at end of year2012-12-31$3,453,295
Total plan assets at beginning of year2012-12-31$3,198,853
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$146,884
Expenses. Other expenses not covered elsewhere2012-12-31$324
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$379,146
Net income (gross income less expenses)2012-12-31$254,442
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,453,295
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,198,853
Assets. Value of participant loans2012-12-31$44,696
Total contributions received or receivable from employer(s)2012-12-31$31,675
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : EXACTAX, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$132,991
Expenses. Total of all expenses incurred2011-12-31$46,951
Benefits paid (including direct rollovers)2011-12-31$46,693
Total plan assets at end of year2011-12-31$3,198,853
Total plan assets at beginning of year2011-12-31$3,112,813
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$176,968
Expenses. Other expenses not covered elsewhere2011-12-31$258
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-80,031
Net income (gross income less expenses)2011-12-31$86,040
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,198,853
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,112,813
Assets. Value of participant loans2011-12-31$52,153
Total contributions received or receivable from employer(s)2011-12-31$36,054
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : EXACTAX, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$525,596
Expenses. Total of all expenses incurred2010-12-31$91,575
Benefits paid (including direct rollovers)2010-12-31$91,192
Total plan assets at end of year2010-12-31$3,112,813
Total plan assets at beginning of year2010-12-31$2,678,792
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$167,342
Expenses. Other expenses not covered elsewhere2010-12-31$383
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$323,916
Net income (gross income less expenses)2010-12-31$434,021
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,112,813
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,678,792
Assets. Value of participant loans2010-12-31$30,179
Total contributions received or receivable from employer(s)2010-12-31$34,338
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : EXACTAX, INC. 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for EXACTAX, INC. 401(K) PLAN

2014: EXACTAX, INC. 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EXACTAX, INC. 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EXACTAX, INC. 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EXACTAX, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: EXACTAX, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711996
Policy instance 1
Insurance contract or identification numberGA-711996
Number of Individuals Covered27
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,440
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,440
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVRS INS AGCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711996
Policy instance 1
Insurance contract or identification numberGA-711996
Number of Individuals Covered26
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,515
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,515
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVRS INS AGCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711996
Policy instance 1
Insurance contract or identification numberGA-711996
Number of Individuals Covered17
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,821
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,821
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVRS INS AGCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711996
Policy instance 1
Insurance contract or identification numberGA-711996
Number of Individuals Covered31
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,719
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711996
Policy instance 1
Insurance contract or identification numberGA-711996
Number of Individuals Covered32
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,580
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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