Original filing (PDF)20250812120139NAL0011413648001

TAX SAVERS OF AMERICA INC

Name: TAX SAVERS OF AMERICA INC — TAX SAVERS OF AMERICA INC 401K, Form 5500 (2024)
Creator: TAX SAVERS OF AMERICA INC

Form 5500-SF

FILING_RECEIVED

TAX SAVERS OF AMERICA INC 401K

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$118K

Net assets (EOY)

$118K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAX SAVERS OF AMERICA INC.

Plan sponsor

Name

TAX SAVERS OF AMERICA INC

EIN

57-1136767all filings

Address

3465 BONITA BEACH RD · STE 12 · BONITA SPRINGS, FL · 34134

Phone

(239) 947-1284

Industry

CPA Offices· 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

2025-08-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

FRIEDMAN, BRANNEN ASSOCIATES, LLP

FRIEDMAN, BRANNEN ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN

$118K · 2 participants

LANDRY ASSOCIATES CERTIFIED PU

LANDRY & ASSOCIATES CPA'S PLLC 401(K) PROFIT SHARING PLAN & TRUST

$118K · 8 participants

STEVEN M DEROUEN & ASSOCIATES

STEVEN M DEROUEN & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

$118K · 2 participants

THE KAHAN GROUP CPAS LLC

THE KAHAN GROUP CPAS LLC 401(K) PLAN

$118K · 7 participants

LEKAS EDGAR & CO. LLC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.