How big is REO Tax Speaker, P.C.'s plan?

REO Tax Speaker, P.C.'s plan reported $1.0M in assets and 1 participants for 2022.

Original filing (PDF)20230907145104NAL0008852419001

REO Tax Speaker, P.C.

Name: REO Tax Speaker, P.C. — REO Tax Speaker, P.C. 401(k), Form 5500 (2022)
Creator: REO Tax Speaker, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

REO Tax Speaker, P.C. 401(k) Plan

401(k) retirement plan · REO Tax Speaker, P.C.'s REO Tax Speaker, P.C. 401(k) Plan held $1.0M in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Rick Oelerich signed REO Tax Speaker, P.C.'s 2022 Form 5500 as plan administrator.

Rick Oelerich — 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

REO Tax Speaker, P.C.'s EIN is 42-1285157.

EIN 42-1285157

Plan number 001

Plan year 2022

ACK ID 20230907145104NAL0008852419001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for REO Tax Speaker, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

REO Tax Speaker, P.C.'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 REO TAX SPEAKER, P.C..

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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