Original filing (PDF)20250730082340NAL0009664594001

DWYER TAX SOLUTIONS INC

Name: DWYER TAX SOLUTIONS INC — DWYER TAX SOLUTIONS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DWYER TAX SOLUTIONS INC

Form 5500-SF

FILING_RECEIVED

DWYER TAX SOLUTIONS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$127K

Net assets (EOY)

$127K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

DWYER TAX SOLUTIONS INC

EIN

22-3828650all filings

Address

231 W GLENCOVE AVE · NORTHFIELD, NJ · 082251707

Phone

(609) 241-1090

Industry

CPA Offices· Professional & Technical Servicessee all

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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

NELSON & PELURA

NELSON & PELURA, LLC 401(K) PLAN

$127K · 7 participants

ANGELA L. H. SAYERS, CPA, MBA AN ACCOUNTANCY CORP.

ANGELA L. H. SAYERS, CPA, MBA AN ACCOUNTANCY CORP. 401(K) PLAN

$127K · 2 participants

VALLEY CPA SERVICES PLLC

VALLEY CPA SERVICES PLLC 401(K) PLAN

$127K · 5 participants

RICHARD N DAWSON CPA PA

RICK DAWSON CPA

$127K · 9 participants

ANDREA M OLSON CPA, INC

ANDREA M OLSON INC 401(K) AND PROFIT SHARING PLAN

$127K · 1 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.