P 401(k) Plan Report

Stable plan record

CONCIERGE TAX SERVICES 401(K) PROFIT SHARING PLAN

Sponsored by CONCIERGE TAX SERVICES, LLC · EIN/PN 830444771-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,350
Administrative cost per participant
2025
$20
Active participants
2025
4
Total plan assets
2025
$608,734
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260109090616NAL00099776010014$3,350
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.