# Pep Tax Preparation INC. 401(k) Plan
Source: https://planprovider.pro/companies/pep-tax-preparation-inc-401k-plan

> Pep Tax Preparation INC.'s 401(k) plan: 2 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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