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THE TAX AND ACCOUNTING SHOPPE, INC. 401(K) PLAN 401k Plan overview

Plan NameTHE TAX AND ACCOUNTING SHOPPE, INC. 401(K) PLAN
Plan identification number 001

THE TAX AND ACCOUNTING SHOPPE, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THE TAX AND ACCOUNTING SHOPPE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE TAX AND ACCOUNTING SHOPPE, INC.
Employer identification number (EIN):223873668
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TAX AND ACCOUNTING SHOPPE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01CHARLIE WILLIAMSON2024-08-05 CHARLIE WILLIAMSON2024-08-05
0012023-01-01JANE HILL-LAFLER2024-03-21 JANE HILL-LAFLER2024-03-21
0012022-01-01JANE HILL-LAFLER2023-02-23 JANE HILL-LAFLER2023-02-23
0012021-01-01CHARLIE WILLIAMSON2022-06-23 CHARLIE WILLIAMSON2022-06-23
0012020-01-01CHARLIE WILLIAMSON2021-09-23 CHARLIE WILLIAMSON2021-09-23
0012019-01-01CHARLIE WILLIAMSON2020-07-16 CHARLIE WILLIAMSON2020-07-16
0012018-01-01CHARLIE WILLIAMSON2019-04-17 CHARLIE WILLIAMSON2019-04-18
0012017-01-01CHARLIE WILLIAMSON2018-05-25 CHARLIE WILLIAMSON2018-05-25
0012016-01-01CHARLIE WILLIAMSON2017-02-16 CHARLIE WILLIAMSON2017-02-16
0012015-01-01CHARLIE WILLIAMSON2016-03-18 CHARLIE WILLIAMSON2016-03-18
0012014-01-01CHARLIE WILLIAMSON2015-04-30 CHARLIE WILLIAMSON2015-04-30
0012013-01-01CHARLIE WILLIAMSON2014-04-10 CHARLIE WILLIAMSON2014-04-10
0012012-10-01CHARLIE WILLIAMSON2013-07-03 CHARLIE WILLIAMSON2013-07-03

Financial Data on THE TAX AND ACCOUNTING SHOPPE, INC. 401(K) PLAN

Measure Date Value
2024 : THE TAX AND ACCOUNTING SHOPPE, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-050
Total liabilities as of the end of the plan year2024-08-050
Total liabilities as of the beginning of the plan year2024-08-050
Total expenses incurred by plan in this plan year2024-08-05347409
Net assets as of the end of the plan year2024-08-050
Total assets as of the beginning of the plan year2024-08-05339717
Value of plan covered by a fidelity bond2024-08-0580000
Other expenses paid from plan in this plan year2024-08-050
Other contributions to plan in this plan year2024-08-050
Other income to plan in this plan year2024-08-057692
Plan net income in this plan year2024-08-05-339717
Net assets as of the end of the plan year2024-08-050
Net assets as of the beginning of the plan year2024-08-05339717
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-05200
Total transfers to/from plan in this plan year2024-03-210
Total liabilities as of the end of the plan year2024-03-210
Total liabilities as of the beginning of the plan year2024-03-210
Total expenses incurred by plan in this plan year2024-03-210
Net assets as of the end of the plan year2024-03-21339717
Total assets as of the beginning of the plan year2024-03-21259230
Value of plan covered by a fidelity bond2024-03-2180000
Participant contributions to plan in this plan year2024-03-2148000
Other expenses paid from plan in this plan year2024-03-210
Other contributions to plan in this plan year2024-03-210
Other income to plan in this plan year2024-03-2125839
Plan net income in this plan year2024-03-2180487
Net assets as of the end of the plan year2024-03-21339717
Net assets as of the beginning of the plan year2024-03-21259230
Employer contributions to plan in this plan year2024-03-216648
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-210
2022 : THE TAX AND ACCOUNTING SHOPPE, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-230
Total liabilities as of the end of the plan year2022-06-230
Total liabilities as of the beginning of the plan year2022-06-230
Total expenses incurred by plan in this plan year2022-06-230
Net assets as of the end of the plan year2022-06-23229299
Total assets as of the beginning of the plan year2022-06-23158688
Value of plan covered by a fidelity bond2022-06-2380000
Participant contributions to plan in this plan year2022-06-2348000
Other expenses paid from plan in this plan year2022-06-230
Other contributions to plan in this plan year2022-06-230
Other income to plan in this plan year2022-06-2314948
Plan net income in this plan year2022-06-2370611
Net assets as of the end of the plan year2022-06-23229299
Net assets as of the beginning of the plan year2022-06-23158688
Employer contributions to plan in this plan year2022-06-237663
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-230

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