How big is Tax Wizard Inc.'s plan?

Tax Wizard Inc.'s plan reported $1.8M in assets and 5 participants for 2025.

Original filing (PDF)20260423114301NAL0007549232001

Tax Wizard Inc.

Name: Tax Wizard Inc. — Tax Wizard Inc. 401(k) Plan, Form 5500 (2025)
Creator: Tax Wizard Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tax Wizard Inc. 401(k) Plan

401(k) retirement plan · Tax Wizard Inc.'s Tax Wizard Inc. 401(k) Plan held $1.8M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Tax Wizard Inc.'s EIN is 36-4409088.

EIN 36-4409088

Plan number 001

Plan year 2025

ACK ID 20260423114301NAL0007549232001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tax Wizard Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tax Wizard Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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