Original filing (PDF)20230731123851NAL0017032401001

ICS Tax LLC

Name: ICS Tax LLC — ICS Tax LLC SOCA Benefit Plan, Form 5500 (2022)
Creator: ICS Tax LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ICS Tax LLC SOCA Benefit Plan

Health & welfare plan · ICS Tax LLC's ICS Tax LLC SOCA Benefit Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed ICS Tax LLC's 2022 Form 5500 as plan administrator.

Matt Appenzeller — 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 501

Plan year 2022

ACK ID 20230731123851NAL0017032401001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for ICS Tax LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

ICS Tax LLC's plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

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

Plan sponsor

Name

ICS TAX LLC

EIN

all filings

Address

3401 ENTERPRISE PKWY STE 340 · BEACHWOOD, OH · 44122

Phone

(763) 360-5074

Industry

Professional & Technical Services

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-31

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Professional & Technical Services plans

Bottom Line CPA, LLC

Bottom Line CPA, LLC 401(k) Profit Sharing Plan

Ingin, Inc.

Ingin, Inc. 401(k) Profit Sharing Plan

Nathan Clark and Associates, Inc.

Nathan Clark and Associates, Inc. 401(k) Plan

CG Uhlenberg LLP

C.G. Uhlenberg LLP 401(k) Plan

Rapid-Tax Solutions and More COR

Rapid-Tax Solutions and More. Corp.

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.