How big is Tax Technologies, Inc.'s plan?

Tax Technologies, Inc.'s plan reported $13.5M in assets and 59 participants for 2025.

Original filing (PDF)20260523084604NAL0004140656001

Tax Technologies, Inc.

Name: Tax Technologies, Inc. — Tax Technologies, Inc., Form 5500 (2025)
Creator: Tax Technologies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tax Technologies, Inc. 401(k) Plan

401(k) retirement plan · Tax Technologies, Inc.'s Tax Technologies, Inc. 401(k) Plan held $13.5M in plan assets for 59 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

People on this filing

Melissa Smith signed Tax Technologies, Inc.'s 2025 Form 5500 as plan administrator.

Melissa Smith — 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 Technologies, Inc.'s EIN is 22-3684049.

EIN 22-3684049

Plan number 001

Plan year 2025

ACK ID 20260523084604NAL0004140656001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tax Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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