How big is Leiman Tax Group's plan?

Leiman Tax Group's plan reported $18K in assets and 7 participants for 2024.

Original filing (PDF)20250718105010NAL0000736691001

Leiman Tax Group

Name: Leiman Tax Group — Leiman Tax Group 401(k) Plan, Form 5500 (2024)
Creator: Leiman Tax Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leiman Tax Group 401(k) Plan

401(k) retirement plan · Leiman Tax Group's Leiman Tax Group 401(k) Plan held $18K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Marcus Bowie signed Leiman Tax Group'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

Leiman Tax Group's EIN is 33-0387368.

EIN 33-0387368

Plan number 001

Plan year 2024

ACK ID 20250718105010NAL0000736691001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Leiman Tax Group'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 LEIMAN 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

LEIMAN TAX GROUP

EIN

all filings

Address

8745 AERO DR #106, SAN DIEGO, CA · 92123 · SAN DIEGO, CA · 92123

Phone

(619) 584-1040

Industry

Other Services (ex. Public Admin)

Plan administrator