How big is Tax Matters Solutions LLC's plan?

Tax Matters Solutions LLC's plan reported $478K in assets and 2 participants for 2024.

Original filing (PDF)20250603103006NAL0018383008001

Tax Matters Solutions LLC

Name: Tax Matters Solutions LLC — Tax Matters Solutions, Form 5500 (2024)
Creator: Tax Matters Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tax Matters Solutions LLC 401(k) Plan

401(k) retirement plan · Tax Matters Solutions LLC's Tax Matters Solutions LLC 401(k) Plan held $478K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$478K

Net assets (EOY)

$478K

People on this filing

Nicholas Sutton signed Tax Matters Solutions LLC's 2024 Form 5500 as plan administrator.

Nicholas Sutton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tax Matters Solutions LLC's EIN is 81-0632908.

EIN 81-0632908

Plan number 001

Plan year 2024

ACK ID 20250603103006NAL0018383008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tax Matters Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tax Matters Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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