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AMERICAN INSTITUTE OF CERTIFIED TAX COACHES 401(K) PLAN 401k Plan overview

Plan NameAMERICAN INSTITUTE OF CERTIFIED TAX COACHES 401(K) PLAN
Plan identification number 001

AMERICAN INSTITUTE OF CERTIFIED TAX COACHES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='270799245' AND PlanID='001'

401k Sponsoring company profile

AMERICAN INSTITUTE OF CERTIFIED TAX COACHES, INC has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN INSTITUTE OF CERTIFIED TAX COACHES, INC
Employer identification number (EIN):270799245
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN INSTITUTE OF CERTIFIED TAX COACHES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-14
0012022-01-01CHRISTINE RIMER2023-05-27
0012021-01-01CHRISTINE RIMER2022-05-19
0012020-01-01CAROL HO2021-06-15

Financial Data on AMERICAN INSTITUTE OF CERTIFIED TAX COACHES 401(K) PLAN

Measure Date Value
2025 : AMERICAN INSTITUTE OF CERTIFIED TAX COACHES 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-150
Total liabilities as of the end of the plan year2025-04-150
Total liabilities as of the beginning of the plan year2025-04-150
Total expenses incurred by plan in this plan year2025-04-1510747
Net assets as of the end of the plan year2025-04-15204843
Total assets as of the beginning of the plan year2025-04-15144594
Value of plan covered by a fidelity bond2025-04-15917471694
Participant contributions to plan in this plan year2025-04-1534654
Other expenses paid from plan in this plan year2025-04-150
Other contributions to plan in this plan year2025-04-151053
Other income to plan in this plan year2025-04-1523422
Plan net income in this plan year2025-04-1560249
Net assets as of the end of the plan year2025-04-15204843
Net assets as of the beginning of the plan year2025-04-15144594
Value of contributions failed to transmitted timely2025-04-150
Employer contributions to plan in this plan year2025-04-1511867
Fees paid to broker by Benefit Provider2025-04-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-15318
2024 : AMERICAN INSTITUTE OF CERTIFIED TAX COACHES 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-140
Total liabilities as of the end of the plan year2024-05-140
Total liabilities as of the beginning of the plan year2024-05-140
Total expenses incurred by plan in this plan year2024-05-14320
Net assets as of the end of the plan year2024-05-14144594
Total assets as of the beginning of the plan year2024-05-1487125
Value of plan covered by a fidelity bond2024-05-14705050000
Participant contributions to plan in this plan year2024-05-1423157
Other expenses paid from plan in this plan year2024-05-140
Other contributions to plan in this plan year2024-05-141293
Other income to plan in this plan year2024-05-1420645
Plan net income in this plan year2024-05-1457469
Net assets as of the end of the plan year2024-05-14144594
Net assets as of the beginning of the plan year2024-05-1487125
Value of contributions failed to transmitted timely2024-05-140
Employer contributions to plan in this plan year2024-05-1412694
Fees paid to broker by Benefit Provider2024-05-140
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-14320

Potentially related plans

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