How big is IRS HELP, Inc.'s plan?

IRS HELP, Inc.'s plan reported $1.7M in assets and 8 participants for 2025.

Original filing (PDF)20260417102513NAL0039163538001

IRS HELP, Inc.

Name: IRS HELP, Inc. — IRS HELP, Inc. 401(k), Form 5500 (2025)
Creator: IRS HELP, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IRS HELP, Inc. 401(k)

401(k) retirement plan · IRS HELP, Inc.'s IRS HELP, Inc. 401(k) held $1.7M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Jennifer O'NEILL signed IRS HELP, Inc.'s 2025 Form 5500 as plan administrator.

Jennifer O'NEILL — 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

IRS HELP, Inc.'s EIN is 27-0941212.

EIN 27-0941212

Plan number 001

Plan year 2025

ACK ID 20260417102513NAL0039163538001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for IRS HELP, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

IRS HELP, Inc.'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 IRS HELP, INC..

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

IRS HELP, INC.

EIN

all filings

Address

2952 SENECA STREET · WEST SENECA, NY · 14224

Phone

(800) 477-4357

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

2026-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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