· 2022–2024 · DOL EFAST2

HOMETOWN TAX & ACCOUNTING SERVIC — HOMETOWN TAX & ACCOUNTING SERVICES INC 401K, Form 5500 (2022)

Original filing (PDF)20230627171223NAL0007235968001

HOMETOWN TAX & ACCOUNTING SERVIC

Form 5500-SF

FILING_RECEIVED

HOMETOWN TAX & ACCOUNTING SERVICES INC 401K

401(k) retirement plan

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HOMETOWN TAX & ACCOUNTING SERVIC

EIN

58-2531219all filings

Address

129 W MAIN ST · CARTERSVILLE, GA · 30120

Phone

(770) 548-1958

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-27

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

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