401k Plan data: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	001

TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.

401k Sponsoring company profile

TAGGART & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: TAGGART & ASSOCIATES, INC.

Employer identification number (EIN): 840562640

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about TAGGART & ASSOCIATES, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1965-09-29

Company Identification Number: 19871216182

Legal Registered Office Address: 1680 38th Street
Suite 110
Boulder
United States of America (USA)
80301

More information about TAGGART & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 MICHAEL D. TAGGART MICHAEL D. TAGGART 2017-10-11
001 2015-01-01 MICHAEL D. TAGGART MICHAEL D. TAGGART 2016-10-11
001 2014-01-01 MICHAEL D. TAGGART MICHAEL D. TAGGART 2015-10-14
001 2013-01-01 MICHAEL D. TAGGART
001 2012-01-01 MICHAEL D. TAGGART MICHAEL D. TAGGART 2013-09-30
001 2011-01-01 MICHAEL D. TAGGART
001 2009-01-01 MICHAEL D. TAGGART

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	MICHAEL D. TAGGART	MICHAEL D. TAGGART	2017-10-11
001	2015-01-01	MICHAEL D. TAGGART	MICHAEL D. TAGGART	2016-10-11
001	2014-01-01	MICHAEL D. TAGGART	MICHAEL D. TAGGART	2015-10-14
001	2013-01-01	MICHAEL D. TAGGART
001	2012-01-01	MICHAEL D. TAGGART	MICHAEL D. TAGGART	2013-09-30
001	2011-01-01	MICHAEL D. TAGGART
001	2009-01-01	MICHAEL D. TAGGART

Plan Statistics for TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2016: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 21
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 0
Total of all active and inactive participants 2015-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 21
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 23
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 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 23
Number of participants with account balances 2014-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 22
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 25
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 28
Number of participants with account balances 2012-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 22
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 26
Number of participants with account balances 2009-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	21
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	0
Total of all active and inactive participants	2015-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	21
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	23
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	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	23
Number of participants with account balances	2014-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	22
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	25
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	28
Number of participants with account balances	2012-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	22
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	26
Number of participants with account balances	2009-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2016 : TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$1,036
Expenses. Total of all expenses incurred	2016-12-31	$344,136
Benefits paid (including direct rollovers)	2016-12-31	$344,136
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$343,100
Value of fidelity bond covering the plan	2016-12-31	$400,000
Other income received	2016-12-31	$1,036
Net income (gross income less expenses)	2016-12-31	$-343,100
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$343,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$166,909
Expenses. Total of all expenses incurred	2015-12-31	$1,906,290
Benefits paid (including direct rollovers)	2015-12-31	$1,906,290
Total plan assets at end of year	2015-12-31	$343,100
Total plan assets at beginning of year	2015-12-31	$2,082,481
Value of fidelity bond covering the plan	2015-12-31	$650,000
Contributions received from other sources (not participants or employers)	2015-12-31	$159,620
Other income received	2015-12-31	$7,289
Net income (gross income less expenses)	2015-12-31	$-1,739,381
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$343,100
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,082,481
Assets. Value of employer securities	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$114,091
Expenses. Total of all expenses incurred	2014-12-31	$125,660
Benefits paid (including direct rollovers)	2014-12-31	$125,660
Total plan assets at end of year	2014-12-31	$2,082,481
Total plan assets at beginning of year	2014-12-31	$2,094,050
Value of fidelity bond covering the plan	2014-12-31	$400,000
Other income received	2014-12-31	$107,397
Net income (gross income less expenses)	2014-12-31	$-11,569
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,082,481
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,094,050
Assets. Value of employer securities	2014-12-31	$1,527,813
Total contributions received or receivable from employer(s)	2014-12-31	$6,694
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$167,613
Expenses. Total of all expenses incurred	2013-12-31	$287,296
Benefits paid (including direct rollovers)	2013-12-31	$287,296
Total plan assets at end of year	2013-12-31	$2,094,050
Total plan assets at beginning of year	2013-12-31	$2,213,733
Value of fidelity bond covering the plan	2013-12-31	$400,000
Other income received	2013-12-31	$112,613
Net income (gross income less expenses)	2013-12-31	$-119,683
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,094,050
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,213,733
Assets. Value of employer securities	2013-12-31	$1,546,594
Total contributions received or receivable from employer(s)	2013-12-31	$55,000
2012 : TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$260,916
Expenses. Total of all expenses incurred	2012-12-31	$123,935
Benefits paid (including direct rollovers)	2012-12-31	$123,935
Total plan assets at end of year	2012-12-31	$2,213,733
Total plan assets at beginning of year	2012-12-31	$2,076,752
Value of fidelity bond covering the plan	2012-12-31	$400,000
Other income received	2012-12-31	$110,916
Net income (gross income less expenses)	2012-12-31	$136,981
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,213,733
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,076,752
Assets. Value of employer securities	2012-12-31	$1,631,789
Total contributions received or receivable from employer(s)	2012-12-31	$150,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$96,223
Expenses. Total of all expenses incurred	2011-12-31	$23,467
Benefits paid (including direct rollovers)	2011-12-31	$23,467
Total plan assets at end of year	2011-12-31	$2,076,752
Total plan assets at beginning of year	2011-12-31	$2,003,996
Value of fidelity bond covering the plan	2011-12-31	$400,000
Other income received	2011-12-31	$46,223
Net income (gross income less expenses)	2011-12-31	$72,756
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,076,752
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,003,996
Assets. Value of employer securities	2011-12-31	$1,528,197
Total contributions received or receivable from employer(s)	2011-12-31	$50,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$190,962
Expenses. Total of all expenses incurred	2010-12-31	$143,828
Benefits paid (including direct rollovers)	2010-12-31	$143,828
Total plan assets at end of year	2010-12-31	$2,003,996
Total plan assets at beginning of year	2010-12-31	$1,956,862
Value of fidelity bond covering the plan	2010-12-31	$400,000
Other income received	2010-12-31	$65,962
Net income (gross income less expenses)	2010-12-31	$47,134
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,003,996
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,956,862
Assets. Value of employer securities	2010-12-31	$1,456,711
Total contributions received or receivable from employer(s)	2010-12-31	$125,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2016: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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	Yes
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: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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
2013: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TAGGART & ASSOCIATES, INC.
Employer identification number (EIN):	840562640
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1965-09-29
Company Identification Number:	19871216182
Legal Registered Office Address:	1680 38th Street Suite 110 Boulder United States of America (USA) 80301