TAXBIZ INC DBA INCOMPASS TAX ESTATE & BUSINESS SOLUTIONS
Form 5500-SF
FILING_RECEIVED
INCOMPASS TAX ESTATE & BUSINESS SOLUTIONS 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$550K
Net assets (EOY)
$547K
Plan health score
93
/ 100
Grade A
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
77
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAXBIZ INC DBA INCOMPASS TAX ESTATE & BUSINESS SOLUTIONS.
Plan sponsor
Name
TAXBIZ INC DBA INCOMPASS TAX ESTATE & BUSINESS SOLUTIONS
EIN
45-2048746
Address
4600 ROSEVILLE ROAD SUITE 150 · NORTH HIGHLANDS, CA · 95660
