How big is HEIN Wealth & Tax Solution LLC's plan?

HEIN Wealth & Tax Solution LLC's plan reported $1.0M in assets and 3 participants for 2024.

Original filing (PDF)20250911111352NAL0000184963001

HEIN Wealth & Tax Solution LLC

Name: HEIN Wealth & Tax Solution LLC — HEIN Wealth & Tax, Form 5500 (2024)
Creator: HEIN Wealth & Tax Solution LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HEIN Wealth & Tax Solution 401(k) Plan

401(k) retirement plan · HEIN Wealth & Tax Solution LLC's HEIN Wealth & Tax Solution 401(k) Plan held $1.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

HEIN Wealth & Tax Solution LLC's EIN is 26-2472848.

EIN 26-2472848

Plan number 001

Plan year 2024

ACK ID 20250911111352NAL0000184963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HEIN Wealth & Tax Solution LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HEIN Wealth & Tax Solution LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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