· 2022–2024 · DOL EFAST2

PROPERTY TAX ADVISORY GROUP INC — PROPERTY TAX ADVISORY GROUP, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250605075219NAL0031981714001

PROPERTY TAX ADVISORY GROUP INC

Form 5500-SF

FILING_RECEIVED

PROPERTY TAX ADVISORY GROUP, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

12

Accounts w/ balance

15

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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

78

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 PROPERTY TAX ADVISORY GROUP INC.

Plan sponsor

Name

PROPERTY TAX ADVISORY GROUP INC

EIN

43-1720448

Address

11350 SWITZER ROAD, SUITE 120 · OVERLAND PARK, KS · 66210

Phone

(913) 312-1191

Industry

Real Estatesee all

Plan administrator

Name

ADMINISTRATIVE COMMITTEE

EIN

74-2805712

City

OVERLAND PARK, KS

Phone

(913) 897-4744

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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