Original filing (PDF)20251114130528NAL0005846354001

Accutax Incorporated

Name: Accutax Incorporated — Accutax Incorporated Cash, Form 5500 (2024)
Creator: Accutax Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Accutax Incorporated Cash Balance Plan & Trust

Defined-benefit pension plan · Accutax Incorporated's Accutax Incorporated Cash Balance Plan & Trust filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Accutax Incorporated's EIN is 20-1628804.

EIN 20-1628804

Plan number 002

Plan year 2024

ACK ID 20251114130528NAL0005846354001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Accutax Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Accutax Incorporated's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACCUTAX INCORPORATED.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off