Original filing (PDF)20250707142701NAL0001661059001

NATIONAL ASSOCIATION OF TAX PROFESS

Name: NATIONAL ASSOCIATION OF TAX PROFESS — NATIONAL ASSOCIATION OF TAX PROFESSIONALS EMPLOYEE PROFIT SHARING & 401(K) PLAN, Form 5500 (2024)
Creator: NATIONAL ASSOCIATION OF TAX PROFESS

Form 5500-SF

FILING_RECEIVED

NATIONAL ASSOCIATION OF TAX PROFESSIONALS EMPLOYEE PROFIT SHARING & 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

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.

Decision-maker contacts

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

Plan sponsor

Name

NATIONAL ASSOCIATION OF TAX PROFESS

EIN

39-1342053

Address

3517 N MCCARTHY RD · APPLETON, WI · 54913

Phone

(920) 968-7120

Industry

Other Services (ex. Public Admin)see all

Plan administrator