Original filing (PDF)20241015150200NAL0014909539001

LS TAX

Name: LS TAX — MONEY PURCHASE PLAN FOR THOMAS JEFFERSON WILLIAMS IV, Form 5500 (2023)
Creator: LS TAX

Form 5500-SF

FILING_RECEIVED

MONEY PURCHASE PLAN FOR THOMAS JEFFERSON WILLIAMS IV

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$555K

Net assets (EOY)

$555K

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 LS TAX.

Plan sponsor

Name

LS TAX

EIN

68-0466153

Address

223 SAN ANSELMO AVE STE 6 · SAN ANSELMO, CA · 94960

Phone

(415) 381-2112

Industry

Professional & Technical Servicessee all

Plan administrator

Name

LS TAX

EIN

68-0466153

City

SAN ANSELMO, CA

Phone

(415) 381-2112

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2C · Money purchase (other than target benefit)

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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