How big is Chestnut Tax Group LLC's plan?

Chestnut Tax Group LLC's plan reported $152K in assets and 6 participants for 2024.

Original filing (PDF)20250720072655NAL0000274352001

Chestnut Tax Group LLC

Name: Chestnut Tax Group LLC — Chestnut Tax Group LLC, Form 5500 (2024)
Creator: Chestnut Tax Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chestnut Tax Group LLC 401(k)

401(k) retirement plan · Chestnut Tax Group LLC's Chestnut Tax Group LLC 401(k) held $152K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

People on this filing

Shirley Horner signed Chestnut Tax Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Chestnut Tax Group LLC's EIN is 13-4222578.

EIN 13-4222578

Plan number 001

Plan year 2024

ACK ID 20250720072655NAL0000274352001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chestnut Tax Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chestnut Tax Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHESTNUT TAX GROUP LLC.

Finding similar companies…

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

Knocking points off