How big is Tax HELP, LLC's plan?

Tax HELP, LLC's plan reported $8.8M in assets and 15 participants for 2024.

Original filing (PDF)20251007145131NAL0011795490001

Tax HELP, LLC

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

Form 5500-SF

FILING_RECEIVED

Tax HELP, LLC 401(k) Plan

401(k) retirement plan · Tax HELP, LLC's Tax HELP, LLC 401(k) Plan held $8.8M in plan assets for 15 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

Bridget Tynan signed Tax HELP, LLC's 2024 Form 5500 as plan administrator.

Bridget Tynan — 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 HELP, LLC's EIN is 20-2170214.

EIN 20-2170214

Plan number 001

Plan year 2024

ACK ID 20251007145131NAL0011795490001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

TAX HELP, LLC

EIN

all filings

Address

11422 MIRACLE HILLS DRIVE · OMAHA, NE · 68154

Phone

(402) 334-6708

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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