· 2022–2024 · DOL EFAST2

Dallas Tax Solutions Inc. — DTS 401(k) Safe Harbor, Form 5500 (2024)

Original filing (PDF)20250411154135NAL0014218595001

Dallas Tax Solutions Inc.

Form 5500-SF

FILING_RECEIVED

DTS 401(k) Safe Harbor Plan

401(k) retirement plan · Dallas Tax Solutions Inc.'s DTS 401(k) Safe Harbor Plan held $82K in plan assets for 7 participants in 2024.

Active participants

7

Accounts w/ balance

7

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

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

63

Vendor & structure

100

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

DALLAS TAX SOLUTIONS INC

EIN

27-1903278all filings

Address

4144 N CENTRAL EXPWY, STE 860 · DALLAS, TX · 75204

Phone

(214) 540-4922

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-15

Tax period

2024-12-31

Filed

2025-04-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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