Plan Snapshot
- Plan Sponsor: Planners Tax & Accounting, INC.
- Sponsor EIN: 421368042
- Sponsor Address: 2600 WESTOWN PKWY STE 230, WEST DES MOINES, IA, 50266
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $1.2M | $30,897 | $91,137 |
| 2023 | 7 | $1.3M | $22,445 | $40,099 |
| 2022 | 7 | $1.1M | $20,239 | $23,879 |