The Ultimate Tax Experience LLC
Plan context: The Ultimate Tax Experience 401(K) Plan
EIN 81-1733652 • Atlanta, GA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$107,611
2025 Contributions
$15,517
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 | 0 | $0 | $15,517 | - |
| The Ultimate Tax Experience 401(K) Plan | - | 0 | $0 | $15,517 | - |
| 2024 | 1 | 3 | $107,611 | $16,009 | $5,336iApproximate average salary by contribution assumption: employee only about $133,408 at 4% or $88,939 at 6%; with 50% employer match about $88,939 at 4% or $59,293 at 6%; with 100% employer match about $66,704 at 4% or $44,469 at 6%. |
| The Ultimate Tax Experience 401(K) Plan | - | 3 | $107,611 | $16,009 | $5,336iApproximate average salary by contribution assumption: employee only about $133,408 at 4% or $88,939 at 6%; with 50% employer match about $88,939 at 4% or $59,293 at 6%; with 100% employer match about $66,704 at 4% or $44,469 at 6%. |
| 2023 | 1 | 3 | $83,383 | $78,516 | $26,172iApproximate average salary by contribution assumption: employee only about $654,300 at 4% or $436,200 at 6%; with 50% employer match about $436,200 at 4% or $290,800 at 6%; with 100% employer match about $327,150 at 4% or $218,100 at 6%. |
| The Ultimate Tax Experience 401(K) Plan | - | 3 | $83,383 | $78,516 | $26,172iApproximate average salary by contribution assumption: employee only about $654,300 at 4% or $436,200 at 6%; with 50% employer match about $436,200 at 4% or $290,800 at 6%; with 100% employer match about $327,150 at 4% or $218,100 at 6%. |