# Tanner Marlo Cpas, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tanner-marlo-cpas-inc-plan

> Tanner Marlo Cpas, INC.'s 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tanner Marlo Cpas, INC.

- **Sponsor EIN:** 205825295

- **Sponsor Address:** 509 EAST DEYOUNG, MARION, IL, 62959

- **Plan Type:** 401(k)

- **Total Participants:** 10

- **Total Assets:** $1.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2024|10|$1.7M|$20,438|$86,063|

| 2023|11|$1.3M|$20,610|$83,403|

| 2022|7|$1.5M|$49,199|$85,931|

## Similar Plans

- [Wsdd Cpas, Ltd.](https://planprovider.pro/companies/wsdd-cpas-ltd-401k-plan) — 11 participants

- [Marvin M Siegel Cpa PC](https://planprovider.pro/companies/marvin-m-siegel-cpa-pc-plan) — 8 participants

- [Mooney & Thomas, P.C.](https://planprovider.pro/companies/mooney-thomas-p-c-plan) — 12 participants

- [Professional Practice Consultants, Consulants, INC.](https://planprovider.pro/companies/professional-practice-consultants-consulants-inc-plan) — 14 participants

- [Johnson, Peterek And Howse LLC](https://planprovider.pro/companies/johnson-peterek-and-howse-llc-401k-plan) — 6 participants

- [Wayne W. Haack & Co., P.C.](https://planprovider.pro/companies/wayne-w-haack-co-p-c-plan) — 6 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tanner-marlo-cpas-inc-plan)

© 2026 PlanProvider.Pro