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PERSONAL TAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERSONAL TAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERSONAL TAX SYSTEMS, INC. 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
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

PERSONAL TAX SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERSONAL TAX SYSTEMS, INC.
Employer identification number (EIN):061362087
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONAL TAX SYSTEMS, INC. 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
0012021-01-01
0012020-01-01
0012019-01-01

Financial Data on PERSONAL TAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PERSONAL TAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-0819581
Net assets as of the end of the plan year2025-09-08626191
Total assets as of the beginning of the plan year2025-09-08468195
Participant contributions to plan in this plan year2025-09-0865543
Other income to plan in this plan year2025-09-0843361
Plan net income in this plan year2025-09-08157996
Net assets as of the end of the plan year2025-09-08626191
Net assets as of the beginning of the plan year2025-09-08468195
Employer contributions to plan in this plan year2025-09-0868673
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-08250
2024 : PERSONAL TAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-098467
Net assets as of the end of the plan year2024-10-09468195
Total assets as of the beginning of the plan year2024-10-09352115
Participant contributions to plan in this plan year2024-10-0964861
Other income to plan in this plan year2024-10-0943780
Plan net income in this plan year2024-10-09116080
Net assets as of the end of the plan year2024-10-09468195
Net assets as of the beginning of the plan year2024-10-09352115
Employer contributions to plan in this plan year2024-10-0915906
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-09213

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