# Planners Tax & Accounting, INC. 401(k) Plan
Source: https://planprovider.pro/companies/planners-tax-accounting-inc-plan

> Planners Tax & Accounting, INC.'s 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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