Original filing (PDF)20250915154451NAL0002648114001

C.L. TAX & ACCOUNTING SERVICE

Name: C.L. TAX & ACCOUNTING SERVICE — C.L. TAX & ACCOUNTING SERVICE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: C.L. TAX & ACCOUNTING SERVICE

Form 5500-SF

FILING_RECEIVED

C.L. TAX & ACCOUNTING SERVICE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

C.L. TAX & ACCOUNTING SERVICE

EIN

81-1554111all filings

Address

909 CORPORATE WAY · FREMONT, CA · 94539

Phone

(510) 516-9968

Industry