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ACCOUNTING & TAX ASSOCIATES, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameACCOUNTING & TAX ASSOCIATES, INC. 401(K) PLAN AND TRUST
Plan identification number 001

ACCOUNTING & TAX ASSOCIATES, INC. 401(K) PLAN AND TRUST 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
  • 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.

401k Sponsoring company profile

ACCOUNTING & TAX ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ACCOUNTING & TAX ASSOCIATES, INC.
Employer identification number (EIN):043542037
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Additional information about ACCOUNTING & TAX ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2006-09-22
Company Identification Number: P06000122414
Legal Registered Office Address: 930 MARCUM ROAD

LAKELAND

33809

More information about ACCOUNTING & TAX ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCOUNTING & TAX ASSOCIATES, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DOREEN ROSENBERG2023-06-29
0012021-01-01DOREEN ROSENBERG2022-06-07
0012020-01-01DOREEN ROSENBERG2021-06-15
0012019-01-01DOREEN ROSENBERG2020-04-30
0012018-01-01DOREEN ROSENBERG2019-07-15 DOREEN ROSENBERG2019-07-15
0012017-01-01DOREEN ROSENBERG2018-05-15
0012016-01-01DOREEN ROSENBERG2017-07-25
0012015-01-01DOREEN ROSENBERG2016-06-23
0012014-01-01DOREEN ROSENBERG2015-10-13
0012014-01-01DOREEN ROSENBERG2015-05-21
0012013-01-01DOREEN L ROSENBERG2014-06-18
0012012-01-01DOREEN D. LONGTIN2013-06-26
0012011-01-01DOREEN D. LONGTIN2012-06-11
0012010-01-01DOREEN D. LONGTIN2011-06-22

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