THE TAX PLANNING PROS, INC. 401(k) Plan
What public Form 5500 filings show about the THE TAX PLANNING PROS, INC. 401(k) plan — and how to find and check your own account.
The THE TAX PLANNING PROS, INC. 401(k) on its latest Form 5500
THE TAX PLANNING PROS, INC. (EIN 83-1673459) reports THE TAX PLANNING PROS RETIREMENT PLAN on its most recent Form 5500, with $143K in plan assets across 8 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 THE TAX PLANNING PROS, INC. filing — schedules, fees, and providers.
Who runs the THE TAX PLANNING PROS, INC. 401(k)?
THE TAX PLANNING PROS, INC.’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 THE TAX PLANNING PROS, INC.HR for the recordkeeper’s name and login.
How to check your THE TAX PLANNING PROS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask THE TAX PLANNING PROS, INC. 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).