Original filing (PDF)20231016202004NAL0025908883001

PROPERTY TAX ASSOCIATES, INC.

Name: PROPERTY TAX ASSOCIATES, INC. — PROPERTY TAX ASSOCIATES CASH BALANCE PLAN, Form 5500 (2022)
Creator: PROPERTY TAX ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

PROPERTY TAX ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

PROPERTY TAX ASSOCIATES, INC.

EIN

74-2355210

Address

1801 WYOMING AVE, STE 201 · EL PASO, TX · 79902

Phone

(915) 833-4036

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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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