· 2022–2024 · DOL EFAST2

PROPERTY TAX ADVOCATES, INC. — PROPERTY TAX ADVOCATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250903135707NAL0015251873001

PROPERTY TAX ADVOCATES, INC.

Form 5500-SF

FILING_RECEIVED

PROPERTY TAX ADVOCATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

5

Accounts w/ balance

7

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PROPERTY TAX ADVOCATES, INC.

EIN

75-2792928

Address

6500 N. BELT LINE ROAD, · SUITE 260 · IRVING, TX · 75063

Phone

(972) 550-8877

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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