How big is Independent Tax Representatives, LLC's plan?

Independent Tax Representatives, LLC's plan reported $6.6M in assets and 4 participants for 2024.

Original filing (PDF)20251013104718NAL0000504163001

Independent Tax Representatives, LLC

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

Form 5500-SF

FILING_RECEIVED

Independent Tax Representatives, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Independent Tax Representatives, LLC's Independent Tax Representatives, LLC 401(k) Profit Sharing Plan held $6.6M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan identifiers

Independent Tax Representatives, LLC's EIN is 20-0975991.

EIN 20-0975991

Plan number 002

Plan year 2024

ACK ID 20251013104718NAL0000504163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Independent Tax Representatives, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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