Original filing (PDF)20250702144415NAL0007683987001

CAPITOL TAX PARTNERS, LLP

Name: CAPITOL TAX PARTNERS, LLP — CAPITOL TAX PARTNERS, LLP RETIREMENT PLAN, Form 5500 (2024)
Creator: CAPITOL TAX PARTNERS, LLP

Form 5500-SF

FILING_RECEIVED

CAPITOL TAX PARTNERS, LLP RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$23.3M

Net assets (EOY)

$23.3M

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 CAPITOL TAX PARTNERS, LLP.

Plan sponsor

Name

CAPITOL TAX PARTNERS, LLP

EIN

52-2324745

Address

101 CONSTITUTION AVE. NW, STE. 675E · WASHINGTON, DC · 20001

Phone

(202) 289-8700

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

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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