Original filing (PDF)20250908143323NAL0041219346001

AMERICAN TAX FUNDING SERVICING, LLC

Name: AMERICAN TAX FUNDING SERVICING, LLC — AMERICAN TAX FUNDING SERVICING, LLC 401(K) PLAN, Form 5500 (2024)
Creator: AMERICAN TAX FUNDING SERVICING, LLC

Form 5500-SF

FILING_RECEIVED

AMERICAN TAX FUNDING SERVICING, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 AMERICAN TAX FUNDING SERVICING, LLC.

Plan sponsor

Name

AMERICAN TAX FUNDING SERVICING, LLC

EIN

65-1021339

Address

801 MAPLEWOOD DRIVE · UNIT 4 · JUPITER, FL · 33458

Phone

(561) 841-3106

Industry

Real Estatesee 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

2025-09-08

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

SINGLEPOINT ACQUISITIONS GROUP

SINGLEPOINT ACQUISITIONS GROUP 401(K) PLAN

$2.2M · 41 participants

LARSEN BAKER, LLC

LARSEN BAKER, LLC 401(K) PLAN

$2.2M · 26 participants

CARBROOK MANAGEMENT CORPORATION

CARBROOK MANAGEMENT CORPORATION DEFINED BENEFIT PLAN

$2.2M · 4 participants

DEWBERRY CAPITAL CORPORATION

DEWBERRY CAPITAL CORPORATION 401(K) RETIREMENT PLAN

$2.2M · 128 participants

JUPITER REALTY COMPANY, LLC

JUPITER REALTY COMP. 401(K) SAVINGS AND PROFIT SHARING PLAN