Original filing (PDF)20250829161052NAL0011282801001

INNOVATIVE TAX & ACCTNG SOLUTIONS CPA

Name: INNOVATIVE TAX & ACCTNG SOLUTIONS CPA — INNOVATIVE TAX & ACCTNG SOLUTIONS CPA 401K, Form 5500 (2024)
Creator: INNOVATIVE TAX & ACCTNG SOLUTIONS CPA

Form 5500-SF

FILING_RECEIVED

INNOVATIVE TAX & ACCTNG SOLUTIONS CPA 401K

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$349K

Net assets (EOY)

$349K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

INNOVATIVE TAX & ACCTNG SOLUTIONS CPA

EIN

43-1939840all filings

Address

6606 NE ANTIOCH RD · KANSAS CITY, MO · 64119

Phone

(816) 741-4225

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator