Original filing (PDF)20250707135326NAL0002019523001

DANIEL N. SAXE INCOME TAX, INC. DBA DANIEL N. SAXE CFP

Name: DANIEL N. SAXE INCOME TAX, INC. DBA DANIEL N. SAXE CFP — DANIEL N. SAXE CFP 401(K) PSP, Form 5500 (2024)
Creator: DANIEL N. SAXE INCOME TAX, INC. DBA DANIEL N. SAXE CFP

Form 5500-SF

FILING_RECEIVED

DANIEL N. SAXE CFP 401(K) PSP

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$492K

Net assets (EOY)

$492K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL N. SAXE INCOME TAX, INC. DBA DANIEL N. SAXE CFP.

Plan sponsor

Name

DANIEL N. SAXE INCOME TAX, INC. DBA DANIEL N. SAXE CFP

EIN

11-3141193

Address

500 BI-COUNTRY BLVD · SUITE 202N · FARMINGDALE, NY · 11735

Phone

(631) 390-4380

Industry

Professional & Technical Servicessee all

Plan administrator