Original filing (PDF)20250611141253NAL0015838929001

TPG TAX PREP FIRM LLC

Name: TPG TAX PREP FIRM LLC — TPG TAX PREP FIRM SAFE HARBOR 401(K) PLAN, Form 5500 (2024)
Creator: TPG TAX PREP FIRM LLC

Form 5500-SF

FILING_RECEIVED

TPG TAX PREP FIRM SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TPG TAX PREP FIRM LLC.

Plan sponsor

Name

TPG TAX PREP FIRM LLC

EIN

48-1219542

Address

8131 PARALLEL PKWY · KANSAS CITY, KS · 66112

Phone

(913) 788-6060

Industry

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

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

BYGH TAX CONSULTING, LLC

BYGH TAX CONSULTING LLC CASH BALANCE PLAN

$1.2M · 4 participants

PHILLIPS TAX & ACCOUNTING, INC.

PHILLIPS TAX & ACCOUNTING, INC. 401(K) PLAN

$1.2M · 9 participants

GLEN A. LADD ACCOUNTING & TAX SERVICE, INC.

GLEN A. LADD ACCOUNTING & TAX SERVICE, INC. RETIREMENT PLAN

$1.2M · 10 participants

PHIL THOMPSON & ASSOCIATES, LLP

PHIL THOMPSON & ASSOCIATES 401K

$1.1M · 34 participants

CRISTOBAL AND COMPANY

CRISTOBAL AND COMPANY 401(K) P/S PLAN