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THE WASHINGTON TAX GROUP LLC — THE WASHINGTON TAX GROUP LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250929093850NAL0010711345001
THE WASHINGTON TAX GROUP LLC
Form 5500-SF
FILING_RECEIVED
THE WASHINGTON TAX GROUP LLC 401(K) PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE WASHINGTON TAX GROUP LLC
.
Find decision makers
Plan sponsor
Name
THE WASHINGTON TAX GROUP LLC
EIN
65-1243076
Address
505 9TH STREET, NW · SUITE 830 · WASHINGTON, DC · 20004
Phone
(202) 534-4949
Industry
Professional & Technical Services
see 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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