# Varsity Tax, INC. 401(k) Plan
Source: https://planprovider.pro/companies/varsity-tax-inc-401k-plan

> Varsity Tax, INC.'s 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Varsity Tax, INC.

- **Sponsor EIN:** 842240717

- **Sponsor Address:** 500 WESTOVER DRIVE #10765, SANFORD, NC, 27330

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

- **Total Participants:** 9

- **Total Assets:** $821,307

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|9|$821,307|$0|$64,569|

| 2023|3|$319,133|$1,610|$2,118|

| 2022|6|$438,192|$5,030|$30,147|

| 2020|3|$319,133|$1,610|$2,118|

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