Original filing (PDF)20250404183251NAL0012308033001

ATLANTA TAX PRO & INSURANCE LLC

Name: ATLANTA TAX PRO & INSURANCE LLC — ATLANTA TAX PRO & INSURANCE LLC 401K PLAN, Form 5500 (2024)
Creator: ATLANTA TAX PRO & INSURANCE LLC

Form 5500-SF

FILING_RECEIVED

ATLANTA TAX PRO & INSURANCE LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ATLANTA TAX PRO & INSURANCE LLC

EIN

46-4070026all filings

Address

2297 LAKE HARBIN ROAD · MORROW, GA · 30260

Phone

(678) 545-6950

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

C&A WELCH INC.

C&A WELCH 401(K) PLAN

$22K · 2 participants

IDEAL TAX LLC

IDEAL TAX LLC 401K PLAN

$22K · 1 participants

MCIVOR BUSINESS SERVICES, INC.

MCIVOR BUSINESS SERVICES 401(K) PLAN

$23K · 3 participants

DREYER ACCOUNTANCY CORPORATION

DREYER ACCOUNTANCY CORPORATION 401(K) PLAN

$22K · 3 participants

LATINO SERVITAX CORP

$22K · 9 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.