Tax Mam INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tax Mam INC.
  • Sponsor EIN: 942827796
  • Sponsor Address: 20395 PACIFICA DRIVE STE 100, CUPERTINO, CA, 95014
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 5
  • Total Assets: $5.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20235$5.1M$76,828$0
20226$4.1M$92,966$0

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