Original filing (PDF)20250714092544NAL0002327522001

PARAGON TAX GROUP LLC

Name: PARAGON TAX GROUP LLC — PARAGON TAX GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PARAGON TAX GROUP LLC

Form 5500-SF

FILING_RECEIVED

PARAGON TAX GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARAGON TAX GROUP LLC.

Plan sponsor

Name

PARAGON TAX GROUP LLC

EIN

26-1778826

Address

500 FAYETTE ST STE 200 · CONSHOHOCKEN, PA · 194281795

Phone

(610) 230-0408

Industry

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

2025-07-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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 Professional & Technical Services plans

JAMES T. CLAY, CPA

JAMES T. CLAY, CPA 401(K) P/S PLAN

$3.2M · 2 participants

UNDERHILL MCLAUGHLIN HANSON LINDBLOM P.C.

UMHL P.C. 401(K) P/S PLAN

$3.2M · 10 participants

FIVE STONE TAX ADVISERS LLC

FIVE STONE TAX ADVISERS LLC 401(K) P/S PLAN

$3.3M · 30 participants

TRI-COUNTY BOOKKEEPERS INC.

TRI-COUNTY BOOKKEEPERS 401K PSP

$3.2M · 16 participants

MARK GILLAM ENTERPRISES

MARK GILLAM ENTERPRISES 401(K) PROFIT SHARING PLAN & TRUST