Conservative Tax, Inc. DBA Incit 401(k) Plan

The Conservative Tax, Inc. DBA Incit 401(k) on its latest Form 5500

Conservative Tax, Inc. DBA Incit (EIN 47-1516602) reports INCITE TAX 401(K) PLAN on its most recent Form 5500, with $1.7M in plan assets across 215 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Conservative Tax, Inc. DBA Incit filing — schedules, fees, and providers.

Who runs the Conservative Tax, Inc. DBA Incit 401(k)?

Conservative Tax, Inc. DBA Incit’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Conservative Tax, Inc. DBA IncitHR for the recordkeeper’s name and login.

How to check your Conservative Tax, Inc. DBA Incit 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Conservative Tax, Inc. DBA Incit HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).