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RAVI TAX PREPARATION SERVICES INC — RAVI TAX RETIREMENT, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231013022529NAL0033186257001
RAVI TAX PREPARATION SERVICES INC
Form 5500-SF
FILING_RECEIVED
RAVI TAX RETIREMENT
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
RAVI TAX PREPARATION SERVICES INC
.
Find decision makers
Plan sponsor
Name
RAVI TAX PREPARATION SERVICES INC
EIN
68-0531465
Address
806 LOUISE DR · SUNNYVALE, CA · 940874138
Phone
(408) 733-9386
Industry
Professional & Technical Services
see all
Plan administrator
Name
RAJESHWARI GONDIPALLI
EIN
68-0531465
City
SUNNYVALE, CA
Phone
(408) 733-9386
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
Pension benefit codes
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
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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Helping the score
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