Original filing (PDF)20240515220059NAL0035079747014

1040 TAX SERVICE

Name: 1040 TAX SERVICE — 1040 TAX SERVICE 401(K) PLAN, Form 5500 (2023)
Creator: 1040 TAX SERVICE

Form 5500-SF

FILING_RECEIVED

1040 TAX SERVICE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$183K

Net assets (EOY)

$183K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 1040 TAX SERVICE.

Plan sponsor

Name

1040 TAX SERVICE

EIN

81-3547761all filings

Address

128 SPARTA AVE · NEWTON, NJ · 07860

Phone

(862) 254-0195

Industry