How big is LOH Tax Group's plan?

LOH Tax Group's plan reported $1.8M in assets and 9 participants for 2025.

Original filing (PDF)20260306103144NAL0003013267001

LOH Tax Group

Name: LOH Tax Group — LOH Tax Group 401(k) Plan, Form 5500 (2025)
Creator: LOH Tax Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LOH Tax Group 401(k) Plan

401(k) retirement plan · LOH Tax Group's LOH Tax Group 401(k) Plan held $1.8M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

John Hochstetler signed LOH Tax Group's 2025 Form 5500 as plan administrator.

John Hochstetler — 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

LOH Tax Group's EIN is 26-2679374.

EIN 26-2679374

Plan number 001

Plan year 2025

ACK ID 20260306103144NAL0003013267001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

LOH Tax Group'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 LOH TAX GROUP.

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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.

Plan sponsor

Name

LOH TAX GROUP

EIN

all filings

Address

8216 WEST 1350 NORTH · NAPPANEE, IN · 46550

Phone

(574) 208-6058

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-06

Pension benefit codes

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)

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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