Original filing (PDF)20241220103952NAL0005498305001

SIMPLE TERM TAX CENTER

Name: SIMPLE TERM TAX CENTER — SIMPLE TERM TAX CENTER 401K PLAN, Form 5500 (2023)
Creator: SIMPLE TERM TAX CENTER

Form 5500-SF

FILING_RECEIVED

SIMPLE TERM TAX CENTER 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SIMPLE TERM TAX CENTER

EIN

47-1007024

Address

9800 NORTHWEST FWY STE 304 SUI · HOUSTON, TX · 77092

Phone

(832) 964-7261

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-30

Filed

2024-12-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

NORTHERN FINANCIAL ADVISORS, INC.

NORTHERN FINANCIAL ADVISORS CASH BALANCE PLAN

LEMAIRE-MCCUMSEY GROUP, INC.

LEMAIRE-MCCUMSEY GROUP, INC. 401 (K) PLAN

ROBERT D. BYRNE & ASSOCIATES, INC.

ROBERT D. BYRNE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

EXCEPTIONAL TAX SERVICES

EXCEPTIONAL TAX SERVICES 401(K) PLAN

NORTHBROOK TAX & ACCOUNTING LLC

NORTHBROOK TAX & ACCOUNTING 401(K) PLAN