· 2022–2024 · DOL EFAST2

AMTAX PAYROLL & TAX SERVICES INC — AMTAX PAYROLL & TAX SERVICES INC 401K PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251015144243NAL0005164993001

AMTAX PAYROLL & TAX SERVICES INC

Form 5500-SF

FILING_RECEIVED

AMTAX PAYROLL & TAX SERVICES INC 401K PLAN

401(k) retirement plan

Active participants

4

Accounts w/ balance

2

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

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

40

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 AMTAX PAYROLL & TAX SERVICES INC.

Plan sponsor

Name

AMTAX PAYROLL & TAX SERVICES INC

EIN

47-1587320

Address

2100 US HIGHWAY 1 · NORTH BRUNSWICK, NJ · 08902

Phone

(732) 951-3000

Industry

CPA Offices· 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2S · Automatic enrollment

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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