How big is Tax Express PLLC's plan?

Tax Express PLLC's plan reported $243K in assets and 10 participants for 2024.

Original filing (PDF)20251005114759NAL0004584256001

Tax Express PLLC

Name: Tax Express PLLC — Tax Express 401(k) Plan, Form 5500 (2024)
Creator: Tax Express PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tax Express 401(k) Plan

401(k) retirement plan · Tax Express PLLC's Tax Express 401(k) Plan held $243K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$243K

Net assets (EOY)

$243K

People on this filing

Gaelen Anderson signed Tax Express PLLC's 2024 Form 5500 as plan administrator.

Gaelen Anderson — 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

Tax Express PLLC's EIN is 20-2125717.

EIN 20-2125717

Plan number 001

Plan year 2024

ACK ID 20251005114759NAL0004584256001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tax Express PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Knocking points off