# Kottke Tax Services PLC 401(k) Plan
Source: https://planprovider.pro/companies/kottke-tax-services-plc-770640332-001

> 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)

- **Plan Number:** 001

- **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|$0|$0|

| 2024|3|$261,306|$14,625|$30,500|

| 2023|2|$196,127|$15,250|$30,500|

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