How big is Tax Insights, LLC's plan?

Tax Insights, LLC's plan reported $678K in assets and 1 participants for 2025.

Original filing (PDF)20260401135737NAL0002010080001

Tax Insights, LLC

Name: Tax Insights, LLC — Tax Insights 401(k) Plan, Form 5500 (2025)
Creator: Tax Insights, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tax Insights 401(k) Plan

401(k) retirement plan · Tax Insights, LLC's Tax Insights 401(k) Plan held $678K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$678K

Net assets (EOY)

$678K

People on this filing

Mark Camarata signed Tax Insights, LLC's 2025 Form 5500 as plan administrator.

Mark Camarata — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tax Insights, LLC's EIN is 46-1378726.

EIN 46-1378726

Plan number 001

Plan year 2025

ACK ID 20260401135737NAL0002010080001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tax Insights, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tax Insights, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Helping the score