How big is Peachcap Tax, LLC's plan?

Peachcap Tax, LLC's plan reported $1.7M in assets and 20 participants for 2024.

Original filing (PDF)20251014111456NAL0005638802001

Peachcap Tax, LLC

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

Form 5500-SF

FILING_RECEIVED

Peachcap 401(k) Plan

401(k) retirement plan · Peachcap Tax, LLC's Peachcap 401(k) Plan held $1.7M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Lauren McCorquodale signed Peachcap Tax, LLC's 2024 Form 5500 as plan administrator.

Lauren McCorquodale — 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

Peachcap Tax, LLC's EIN is 47-2796741.

EIN 47-2796741

Plan number 001

Plan year 2024

ACK ID 20251014111456NAL0005638802001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peachcap Tax, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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

Plan sponsor

Name

PEACHCAP TAX, LLC

EIN

all filings

Address

550 PHARR ROAD NORTHEAST · STE 700 · ATLANTA, GA · 30305

Phone

(404) 220-8958

Industry

Finance & Insurance

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

2025-10-14

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

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