Original filing (PDF)20240116105403NAL0000574593001

UTAX SOFTWARE, LLC

Name: UTAX SOFTWARE, LLC — UTAX SOFTWARE 401(K) PLAN, Form 5500 (2023)
Creator: UTAX SOFTWARE, LLC

Form 5500-SF

FILING_RECEIVED

UTAX SOFTWARE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 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

100

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 UTAX SOFTWARE, LLC.

Plan sponsor

Name

UTAX SOFTWARE, LLC

EIN

46-0581171

Address

11985 PELLICANO DR, SUITE G123 · EL PASO, TX · 79936

Phone

(844) 440-8829

Industry

Data Processing, Hosting· Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-30

Filed

2024-01-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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