How big is Elevation Tax Group's plan?

Elevation Tax Group's plan reported $607K in assets and 15 participants for 2025.

Original filing (PDF)20260424220901NAL0006174801099

Elevation Tax Group

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

Form 5500-SF

FILING_RECEIVED

Elevation Tax Group 401(k) Plan

401(k) retirement plan · Elevation Tax Group's Elevation Tax Group 401(k) Plan held $607K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$607K

Net assets (EOY)

$607K

People on this filing

Elantha Barry signed Elevation Tax Group's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Elevation Tax Group's EIN is 46-4033166.

EIN 46-4033166

Plan number 001

Plan year 2025

ACK ID 20260424220901NAL0006174801099

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Elevation Tax Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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