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THE TAX MAN LLC 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE TAX MAN LLC 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

THE TAX MAN LLC 401(K) AND PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE TAX MAN LLC has sponsored the creation of one or more 401k plans.

Company Name:THE TAX MAN LLC
Employer identification number (EIN):880440747
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Additional information about THE TAX MAN LLC

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1999-10-13
Company Identification Number: 19991394977
Legal Registered Office Address: 7935 W RED COACH

LAS VEGAS
United States of America (USA)
89129

More information about THE TAX MAN LLC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RANDALL REKEN2024-05-26
0012022-01-01RANDALL REKEN2023-05-26
0012021-01-01RANDALL REKEN2022-05-23
0012020-01-01RANDALL REKEN2021-07-01
0012019-01-01RANDALL REKEN2020-06-30
0012018-01-01RANDALL REKEN2019-05-24
0012017-01-01RANDALL REKEN2018-06-06
0012016-09-01RANDALL REKEN2017-05-25
0012015-01-01RANDALL VAN REKEN2016-06-02 RANDALL VAN REKEN2016-06-02
0012014-01-01RANDALL VAN REKEN2015-04-29 RANDALL VAN REKEN2015-04-29
0012013-01-01RANDALL VAN REKEN2014-06-04 RANDALL VAN REKEN2014-06-04
0012012-01-01RANDALL VAN REKEN2013-01-18 RANDALL VAN REKEN2013-01-18
0012011-01-01RANDALL VAN REKEN2012-06-28
0012010-01-01RANDALL VAN REKEN2011-06-08

Plan Statistics for THE TAX MAN LLC 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for THE TAX MAN LLC 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2025: THE TAX MAN LLC 401(K) AND PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-284
Total number of particpants at end of year2025-05-283
Number of Participants With Account Balances2025-05-283
2024: THE TAX MAN LLC 401(K) AND PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-264
Total number of particpants at end of year2024-05-264
Number of Participants With Account Balances2024-05-264
2022: THE TAX MAN LLC 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-234
Total number of particpants at end of year2022-05-234
Number of Participants With Account Balances2022-05-234

Financial Data on THE TAX MAN LLC 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2025 : THE TAX MAN LLC 401(K) AND PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-2833578
Net assets as of the end of the plan year2025-05-281466203
Total assets as of the beginning of the plan year2025-05-281198615
Value of plan covered by a fidelity bond2025-05-28120000
Participant contributions to plan in this plan year2025-05-2865738
Other income to plan in this plan year2025-05-28160359
Plan net income in this plan year2025-05-28267588
Net assets as of the end of the plan year2025-05-281466203
Net assets as of the beginning of the plan year2025-05-281198615
Employer contributions to plan in this plan year2025-05-2875069
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2865
2024 : THE TAX MAN LLC 401(K) AND PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-260
Net assets as of the end of the plan year2024-05-261198615
Total assets as of the beginning of the plan year2024-05-26912782
Value of plan covered by a fidelity bond2024-05-2692000
Participant contributions to plan in this plan year2024-05-2664421
Other income to plan in this plan year2024-05-26153571
Plan net income in this plan year2024-05-26285833
Net assets as of the end of the plan year2024-05-261198615
Net assets as of the beginning of the plan year2024-05-26912782
Employer contributions to plan in this plan year2024-05-2667841
2022 : THE TAX MAN LLC 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-230
Net assets as of the end of the plan year2022-05-23947416
Total assets as of the beginning of the plan year2022-05-23686439
Value of plan covered by a fidelity bond2022-05-2369000
Participant contributions to plan in this plan year2022-05-2366995
Other income to plan in this plan year2022-05-23126154
Plan net income in this plan year2022-05-23260977
Net assets as of the end of the plan year2022-05-23947416
Net assets as of the beginning of the plan year2022-05-23686439
Employer contributions to plan in this plan year2022-05-2367828

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