How big is Leung Tax Consulting's plan?

Leung Tax Consulting's plan reported $642K in assets and 7 participants for 2024.

Original filing (PDF)20251011113347NAL0008482417001

Leung Tax Consulting

Name: Leung Tax Consulting — LTC 401(k) Profit Sharing, Form 5500 (2024)
Creator: Leung Tax Consulting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LTC 401(k) Profit Sharing Plan

401(k) retirement plan · Leung Tax Consulting's LTC 401(k) Profit Sharing Plan held $642K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$642K

Net assets (EOY)

$642K

Plan identifiers

Leung Tax Consulting's EIN is 26-2537438.

EIN 26-2537438

Plan number 001

Plan year 2024

ACK ID 20251011113347NAL0008482417001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Leung Tax Consulting's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

LEUNG TAX CONSULTING

EIN

all filings

Address

3943 IRVINE BLVD. SUITE 23 · IRVINE, CA · 92602

Phone

(949) 430-0338

Industry

Professional & Technical Services

Plan administrator