How big is ICS Tax, LLC's plan?

ICS Tax, LLC's plan reported $948K in assets and 17 participants for 2024.

Original filing (PDF)20250728083746NAL0002514032001

ICS Tax, LLC

Name: ICS Tax, LLC — ICS Tax, LLC 401(k) Plan, Form 5500 (2024)
Creator: ICS Tax, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ICS Tax, LLC 401(k) Plan

401(k) retirement plan · ICS Tax, LLC's ICS Tax, LLC 401(k) Plan held $948K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$948K

Net assets (EOY)

$948K

People on this filing

Alexander Bagne signed ICS Tax, LLC's 2024 Form 5500 as plan administrator.

Alexander Bagne — 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

ICS Tax, LLC's EIN is 81-3485407.

EIN 81-3485407

Plan number 001

Plan year 2024

ACK ID 20250728083746NAL0002514032001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ICS Tax, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ICS TAX, LLC

EIN

all filings

Address

3401 ENTERPRISE PARKWAY, SUITE 340 · BEACHWOOD, OH · 44122

Phone

(216) 870-0742

Industry

All Other Professional Services· Professional & Technical Services

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

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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