How big is Michael James Sales Tax Solutions LLC's plan?

Michael James Sales Tax Solutions LLC's plan reported $1.3M in assets and 8 participants for 2024.

Original filing (PDF)20250718105918NAL0001633169001

Michael James Sales Tax Solutions LLC

Name: Michael James Sales Tax Solutions LLC — Michael, Form 5500 (2024)
Creator: Michael James Sales Tax Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael James Sales Tax Solutions 401(k) Plan

401(k) retirement plan · Michael James Sales Tax Solutions LLC's Michael James Sales Tax Solutions 401(k) Plan held $1.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Marcus Bowie signed Michael James Sales Tax Solutions LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Michael James Sales Tax Solutions LLC's EIN is 27-1815921.

EIN 27-1815921

Plan number 001

Plan year 2024

ACK ID 20250718105918NAL0001633169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael James Sales Tax Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael James Sales Tax Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL JAMES SALES TAX SOLUTIONS 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