Plan Snapshot
- Plan Sponsor: Kottke Tax Services PLC
- Sponsor EIN: 770640332
- Sponsor Address: 6914 W WOOD ST, PHOENIX, AZ, 85043
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $483,473
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 4 | $483,473 | $13,122 | $146,615 |
| 2024 | 3 | $261,306 | $14,625 | $30,500 |
| 2023 | 2 | $196,127 | $15,250 | $30,500 |