Original filing (PDF)20250313113547NAL0020819521001

PACIFIC TAX & FINANCIAL GROUP INC

Name: PACIFIC TAX & FINANCIAL GROUP INC — PACIFIC TAX & FINANCIAL GROUP INC 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: PACIFIC TAX & FINANCIAL GROUP INC

Form 5500-SF

FILING_RECEIVED

PACIFIC TAX & FINANCIAL GROUP INC 401(K) SAVINGS PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC TAX & FINANCIAL GROUP INC.

Plan sponsor

Name

PACIFIC TAX & FINANCIAL GROUP INC

EIN

33-0893872

Address

955 BOARDWALK STE 203 · SAN MARCOS, CA · 920782659

Phone

(760) 471-2040

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-13

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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