Original filing (PDF)20231127114158NAL0008654208001

ACCOUNTING & TAX SERVICES, INC.

Name: ACCOUNTING & TAX SERVICES, INC. — ACCOUNTING & TAX SERVICES, INC. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: ACCOUNTING & TAX SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

ACCOUNTING & TAX SERVICES, INC. PROFIT SHARING PLAN

Defined-contribution 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