Plan Snapshot
- Plan Sponsor: Tmi Tax Services Group INC
- Sponsor EIN: 205002270
- Sponsor Address: 20395 PACIFICA DR STE 100, CUPERTINO, CA, 950143016
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $3.4M
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 | 16 | $3.4M | $0 | $74,550 |
| 2023 | 13 | $3.1M | $0 | $71,352 |
| 2022 | 5 | $2.5M | $0 | $66,456 |