How big is Integrity Tax Consulting's plan?

Integrity Tax Consulting's plan reported $819K in assets and 17 participants for 2024.

Original filing (PDF)20250710082914NAL0014711522001

Integrity Tax Consulting

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

Form 5500-SF

FILING_RECEIVED

Integrity Tax Consulting 401(k) Plan

401(k) retirement plan · Integrity Tax Consulting's Integrity Tax Consulting 401(k) Plan held $819K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$819K

Net assets (EOY)

$819K

People on this filing

Robert M. Congdon signed Integrity Tax Consulting's 2024 Form 5500 as plan administrator.

Robert M. Congdon — 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

Integrity Tax Consulting's EIN is 35-2048563.

EIN 35-2048563

Plan number 001

Plan year 2024

ACK ID 20250710082914NAL0014711522001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Integrity Tax Consulting'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 INTEGRITY TAX CONSULTING.

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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

Knocking points off