Kottke Tax Services PLC
Plan context: Jay Kottke CPA PLC 401K Plan
EIN 77-0640332 • Phoenix, AZ • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$483,473
2025 Contributions
$159,737
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $483,473 | $159,737 | $39,934iApproximate average salary by contribution assumption: employee only about $998,356 at 4% or $665,571 at 6%; with 50% employer match about $665,571 at 4% or $443,714 at 6%; with 100% employer match about $499,178 at 4% or $332,785 at 6%. |
| Jay Kottke CPA PLC 401K Plan | - | 4 | $483,473 | $159,737 | $39,934iApproximate average salary by contribution assumption: employee only about $998,356 at 4% or $665,571 at 6%; with 50% employer match about $665,571 at 4% or $443,714 at 6%; with 100% employer match about $499,178 at 4% or $332,785 at 6%. |
| 2024 | 1 | 3 | $261,306 | $45,125 | $15,042iApproximate average salary by contribution assumption: employee only about $376,042 at 4% or $250,694 at 6%; with 50% employer match about $250,694 at 4% or $167,130 at 6%; with 100% employer match about $188,021 at 4% or $125,347 at 6%. |
| Jay Kottke CPA PLC 401K Plan | - | 3 | $261,306 | $45,125 | $15,042iApproximate average salary by contribution assumption: employee only about $376,042 at 4% or $250,694 at 6%; with 50% employer match about $250,694 at 4% or $167,130 at 6%; with 100% employer match about $188,021 at 4% or $125,347 at 6%. |
| 2023 | 1 | 2 | $196,127 | $45,750 | $22,875iApproximate average salary by contribution assumption: employee only about $571,875 at 4% or $381,250 at 6%; with 50% employer match about $381,250 at 4% or $254,167 at 6%; with 100% employer match about $285,938 at 4% or $190,625 at 6%. |
| Jay Kottke CPA PLC 401K Plan | - | 2 | $196,127 | $45,750 | $22,875iApproximate average salary by contribution assumption: employee only about $571,875 at 4% or $381,250 at 6%; with 50% employer match about $381,250 at 4% or $254,167 at 6%; with 100% employer match about $285,938 at 4% or $190,625 at 6%. |