Original filing (PDF)20231016165801NAL0038594801001

HD TAX SERVICES, INC.

Name: HD TAX SERVICES, INC. — HD TAX SERVICES, INC. 401(K)/ PROFIT SHARING PLAN, Form 5500 (2022)
Creator: HD TAX SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

HD TAX SERVICES, INC. 401(K)/ PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HD TAX SERVICES, INC..

Plan sponsor

Name

HD TAX SERVICES, INC.

EIN

45-4231175

Address

3250 WESTCHESTER AVE. · ROOM 208 · BRONX, NY · 10461

Phone

(718) 931-9300

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-09-30

Filed

2023-10-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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