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THE TAX PLANNING PROS RETIREMENT PLAN 401k Plan overview

Plan NameTHE TAX PLANNING PROS RETIREMENT PLAN
Plan identification number 001

THE TAX PLANNING PROS RETIREMENT 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.
  • 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.
  • 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 PLANNING PROS, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE TAX PLANNING PROS, INC.
Employer identification number (EIN):831673459
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TAX PLANNING PROS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFFREY TRAPP2024-06-17
0012022-01-01JEFFREY TRAPP2023-10-02 JEFFREY N TRAPP2023-10-02
0012021-01-01JEFFREY TRAPP2022-10-11 JEFFREY TRAPP2022-10-11

Financial Data on THE TAX PLANNING PROS RETIREMENT PLAN

Measure Date Value
2025 : THE TAX PLANNING PROS RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-173196
Net assets as of the end of the plan year2025-09-17143414
Total assets as of the beginning of the plan year2025-09-1785628
Participant contributions to plan in this plan year2025-09-1726792
Other income to plan in this plan year2025-09-1714243
Plan net income in this plan year2025-09-1757786
Net assets as of the end of the plan year2025-09-17143414
Net assets as of the beginning of the plan year2025-09-1785628
Employer contributions to plan in this plan year2025-09-1719947
2024 : THE TAX PLANNING PROS RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-170
Net assets as of the end of the plan year2024-06-1785628
Total assets as of the beginning of the plan year2024-06-1745825
Participant contributions to plan in this plan year2024-06-1714586
Other income to plan in this plan year2024-06-1712435
Plan net income in this plan year2024-06-1739803
Net assets as of the end of the plan year2024-06-1785628
Net assets as of the beginning of the plan year2024-06-1745825
Employer contributions to plan in this plan year2024-06-1712782
2022 : THE TAX PLANNING PROS RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-111943
Net assets as of the end of the plan year2022-10-1135791
Total assets as of the beginning of the plan year2022-10-110
Participant contributions to plan in this plan year2022-10-1130038
Other income to plan in this plan year2022-10-11691
Plan net income in this plan year2022-10-1135791
Net assets as of the end of the plan year2022-10-1135791
Net assets as of the beginning of the plan year2022-10-110
Employer contributions to plan in this plan year2022-10-117005

Potentially related plans

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