How big is Advanced Tax Solutions LLC's plan?

Advanced Tax Solutions LLC's plan reported $76K in assets and 46 participants for 2024.

Original filing (PDF)20250721093917NAL0000986033001

Advanced Tax Solutions LLC

Name: Advanced Tax Solutions LLC — Advanced Tax Solutions, Form 5500 (2024)
Creator: Advanced Tax Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Tax Solutions LLC 401(k) Plan

401(k) retirement plan · Advanced Tax Solutions LLC's Advanced Tax Solutions LLC 401(k) Plan held $76K in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

People on this filing

Marcus Bowie signed Advanced Tax Solutions LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Advanced Tax Solutions LLC's EIN is 47-1587551.

EIN 47-1587551

Plan number 001

Plan year 2024

ACK ID 20250721093917NAL0000986033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Tax Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Tax Solutions LLC'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 ADVANCED TAX SOLUTIONS LLC.

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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

Helping the score