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| Plan Name | PERALTA TAXES & FINANCIAL SERVICES LLC 401K PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PERALTAS TAXES & FINANCIAL SERVI |
| Employer identification number (EIN): | 823899663 |
| NAIC Classification: | 541213 |
| NAIC Description: | Tax Preparation Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | FRANCISCO PERALTA | 2024-09-27 | ||
| 001 | 2022-02-01 | FRANCISCO PERALTA | 2024-09-27 |
| Measure | Date | Value |
|---|---|---|
| 2024 : PERALTA TAXES & FINANCIAL SERVICES LLC 401K PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-27 | 347 |
| Net assets as of the end of the plan year | 2024-09-27 | 53932 |
| Total assets as of the beginning of the plan year | 2024-09-27 | 10232 |
| Value of plan covered by a fidelity bond | 2024-09-27 | 2000 |
| Participant contributions to plan in this plan year | 2024-09-27 | 33000 |
| Other income to plan in this plan year | 2024-09-27 | 5026 |
| Plan net income in this plan year | 2024-09-27 | 43700 |
| Net assets as of the end of the plan year | 2024-09-27 | 53932 |
| Net assets as of the beginning of the plan year | 2024-09-27 | 10232 |
| Employer contributions to plan in this plan year | 2024-09-27 | 6021 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-27 | 55 |
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