Original filing (PDF)20250917153438NAL0001406018001

ACCOUNTING AND TAX PROFESSIONALS, INC

Name: ACCOUNTING AND TAX PROFESSIONALS, INC — ACCOUNTING AND TAX PROFESSIONALS, INC., 401(K) PLAN, Form 5500 (2024)
Creator: ACCOUNTING AND TAX PROFESSIONALS, INC

Form 5500-SF

FILING_RECEIVED

ACCOUNTING AND TAX PROFESSIONALS, INC., 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$650K

Net assets (EOY)

$650K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ACCOUNTING AND TAX PROFESSIONALS, INC

EIN

72-1527369all filings

Address

12505 BEL RED RD · STE 212 · BELLEVUE, WA · 980052510

Phone

(425) 264-0400

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator