How big is Tax Education Support Organization's plan?

Tax Education Support Organization's plan reported $4.5M in assets and 12 participants for 2024.

Original filing (PDF)20250529112735NAL0013450144001

Tax Education Support Organization

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

Form 5500-SF

FILING_RECEIVED

Tax Education Support Organization 403(b) Plan

403(b) retirement plan · Tax Education Support Organization's Tax Education Support Organization 403(b) Plan held $4.5M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Chris Ingstad signed Tax Education Support Organization's 2024 Form 5500 as plan administrator.

Chris Ingstad — 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

Tax Education Support Organization's EIN is 42-1245565.

EIN 42-1245565

Plan number 001

Plan year 2024

ACK ID 20250529112735NAL0013450144001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tax Education Support Organization's plan includes a 403(b) annuity.

Decision-maker contacts

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

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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 (90th percentile).

Plan sponsor

Name

TAX EDUCATION SUPPORT ORGANIZATION

EIN

all filings

Address

2610 PARK AVENUE · MUSCATINE, IA · 52761

Phone

(563) 299-5746

Industry

Educational Services

Plan administrator