How big is Advanced Financial Tax LLC's plan?

Advanced Financial Tax LLC's plan reported $329K in assets and 1 participants for 2024.

Original filing (PDF)20250505154231NAL0008243105001

Advanced Financial Tax LLC

Name: Advanced Financial Tax LLC — Advanced Financial Tax, Form 5500 (2024)
Creator: Advanced Financial Tax LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Financial Tax LLC 401(k) Plan

401(k) retirement plan · Advanced Financial Tax LLC's Advanced Financial Tax LLC 401(k) Plan held $329K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$329K

Net assets (EOY)

$329K

People on this filing

Harry Keppert signed Advanced Financial Tax LLC's 2024 Form 5500 as plan administrator.

Harry Keppert — 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

Advanced Financial Tax LLC's EIN is 27-1559135.

EIN 27-1559135

Plan number 001

Plan year 2024

ACK ID 20250505154231NAL0008243105001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Financial Tax LLC'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 ADVANCED FINANCIAL TAX 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