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THE TAX AUTHORITY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE TAX AUTHORITY 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE TAX AUTHORITY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CANTRELL & MEYER, INC. has sponsored the creation of one or more 401k plans.

Company Name:CANTRELL & MEYER, INC.
Employer identification number (EIN):200812001
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TAX AUTHORITY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01

Financial Data on THE TAX AUTHORITY 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : THE TAX AUTHORITY 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-070
Total liabilities as of the end of the plan year2025-10-070
Total liabilities as of the beginning of the plan year2025-10-070
Total expenses incurred by plan in this plan year2025-10-075045
Net assets as of the end of the plan year2025-10-07195258
Total assets as of the beginning of the plan year2025-10-07139009
Value of plan covered by a fidelity bond2025-10-0720000
Participant contributions to plan in this plan year2025-10-0731826
Other expenses paid from plan in this plan year2025-10-070
Other contributions to plan in this plan year2025-10-070
Other income to plan in this plan year2025-10-0723234
Plan net income in this plan year2025-10-0756249
Net assets as of the end of the plan year2025-10-07195258
Net assets as of the beginning of the plan year2025-10-07139009
Employer contributions to plan in this plan year2025-10-076234
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-071863
Total transfers to/from plan in this plan year2025-03-100
Total liabilities as of the end of the plan year2025-03-100
Total liabilities as of the beginning of the plan year2025-03-100
Total expenses incurred by plan in this plan year2025-03-104344
Net assets as of the end of the plan year2025-03-10139009
Total assets as of the beginning of the plan year2025-03-1059249
Value of plan covered by a fidelity bond2025-03-1010000
Participant contributions to plan in this plan year2025-03-1054974
Other expenses paid from plan in this plan year2025-03-100
Other contributions to plan in this plan year2025-03-100
Other income to plan in this plan year2025-03-1020030
Plan net income in this plan year2025-03-1079760
Net assets as of the end of the plan year2025-03-10139009
Net assets as of the beginning of the plan year2025-03-1059249
Employer contributions to plan in this plan year2025-03-109100
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-101448

Potentially related plans

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