# Kottke Tax Services PLC 401(k) Plan
Source: https://planprovider.pro/companies/jay-kottke-cpa-plc-401k-plan

> Kottke Tax Services PLC's 401(k) plan: 4 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

## Similar Plans

- [Carneal & Hunt, PLC](https://planprovider.pro/companies/carneal-hunt-plc-plan) — 4 participants

- [Matthew B Mcclure, Cpa PLLC](https://planprovider.pro/companies/matthew-b-mcclure-cpa-pllc-plan) — 4 participants

- [Mancini Cpa, PLLC](https://planprovider.pro/companies/mancini-cpa-pllc-401k-plan) — 4 participants

- [Ws Weiss Cpa PC](https://planprovider.pro/companies/ws-weiss-cpa-pc-401k-plan) — 4 participants

- [Paul N. Rambeau, PC](https://planprovider.pro/companies/paul-n-rambeau-pc-plan) — 5 participants

- [Shaffer & Danker, Cpa'S, P.C.](https://planprovider.pro/companies/shaffer-danker-cpa-s-p-c-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jay-kottke-cpa-plc-401k-plan)

© 2026 PlanProvider.Pro