OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OWENS & THORE TAX PROFESSIONALS, INC.

This Profit Sharing plan holds N/A in total assets and serves 4 participants as of 2022. It is sponsored by OWENS & THORE TAX PROFESSIONALS, INC. in California.

Total Assets (2023)

N/A

Participants

State

California

Industry

Professional & Technical Services

What the Filing Says About OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN

OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN is a Profit Sharing retirement plan sponsored by OWENS & THORE TAX PROFESSIONALS, INC., headquartered in California. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 4 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 770535701, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	N/A
Total Assets (End of Year)	N/A
Net Assets (End of Year)	N/A
Plan Type	Profit Sharing
Employer EIN	770535701
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

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Frequently Asked Questions

How much money is in the OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN? ▼

As of the 2022 Form 5500 filing, OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN holds N/A in total assets with 4 participants. It is sponsored by OWENS & THORE TAX PROFESSIONALS, INC..

What type of plan is OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN? ▼

OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN is a Profit Sharing plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 770535701.

Who sponsors the OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN? ▼

OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN is sponsored by OWENS & THORE TAX PROFESSIONALS, INC., located in California. The sponsor's EIN is 770535701 and the plan operates in the Professional & Technical Services industry.

How did OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN perform in 2022? ▼

OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN held N/A in total assets at the end of 2022.

Where can I find official filings for OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN? ▼

Official Form 5500 filings for OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 770535701 or plan name at efast.dol.gov.

How does OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN compare to other plans? ▼

You can compare OWENS & THORE TAX PROFESSIONALS, INC. SELF-DIRECTED SAFE HARBOR 401(K) PLAN against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.