Original filing (PDF)20250827092521NAL0004944803001

O'LEARY'S TAX SERVICE LTD.

Name: O'LEARY'S TAX SERVICE LTD. — O'LEARY TAX SERVICE 401(K) PLAN, Form 5500 (2024)
Creator: O'LEARY'S TAX SERVICE LTD.

Form 5500-SF

FILING_RECEIVED

O'LEARY TAX SERVICE 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$762K

Net assets (EOY)

$762K

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 (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O'LEARY'S TAX SERVICE LTD..

Plan sponsor

Name

O'LEARY'S TAX SERVICE LTD.

EIN

20-1631756all filings

Address

PO BOX 910 · VANCOUVER, WA · 98666

Phone

(360) 699-0681

Industry