How big is LS Tax's plan?

LS Tax's plan reported $555K in assets and 1 participants for 2023.

Original filing (PDF)20241015150200NAL0014909539001

LS Tax

Name: LS Tax — Money Purchase Plan for Thomas Jefferson, Form 5500 (2023)
Creator: LS Tax
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Money Purchase Plan for Thomas Jefferson Williams IV

Defined-contribution retirement plan · LS Tax's Money Purchase Plan for Thomas Jefferson Williams IV held $555K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$555K

Net assets (EOY)

$555K

People on this filing

TJ Williams signed LS Tax's 2023 Form 5500 as plan administrator.

TJ Williams — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LS Tax's EIN is 68-0466153.

EIN 68-0466153

Plan number 001

Plan year 2023

ACK ID 20241015150200NAL0014909539001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for LS Tax from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

LS Tax's plan includes money-purchase contributions.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score