Plan Snapshot
- Plan Sponsor: Mathers Tax Services PLLC
- Sponsor EIN: 851833603
- Sponsor Address: 930 N YORK RD STE 200, HINSDALE, IL, 605212913
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $226,597
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 7 | $226,597 | $26,413 | $57,451 |
| 2024 | 6 | $108,622 | $22,138 | $38,765 |
| 2023 | 5 | $32,759 | $14,915 | $17,053 |