Plan Snapshot
- Plan Sponsor: Pep Tax Preparation INC.
- Sponsor EIN: 273946448
- Sponsor Address: 29 BURGESS AVE APT # 202, EAST PROVIDENCE, RI, 02914
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $203,852
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2 | $203,852 | $800 | $1,000 |
| 2024 | 2 | $203,852 | $800 | $1,000 |
| 2023 | 2 | $60,887 | $960 | $1,200 |
| 2022 | 3 | $170,559 | $1,400 | $1,750 |