How big is Modern Tax Group LLC's plan?

Modern Tax Group LLC's plan reported $495K in assets and 21 participants for 2024.

Original filing (PDF)20251009160711NAL0003743475001

Modern Tax Group LLC

Name: Modern Tax Group LLC — Modern Tax Group LLC 401(k), Form 5500 (2024)
Creator: Modern Tax Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Modern Tax Group LLC 401(k) Plan

401(k) retirement plan · Modern Tax Group LLC's Modern Tax Group LLC 401(k) Plan held $495K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$495K

Net assets (EOY)

$495K

People on this filing

Richard Tatum signed Modern Tax Group LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Modern Tax Group LLC's EIN is 47-1595058.

EIN 47-1595058

Plan number 001

Plan year 2024

ACK ID 20251009160711NAL0003743475001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Modern Tax Group 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 MODERN TAX GROUP LLC.

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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