How big is 1040 Tax Service's plan?

1040 Tax Service's plan reported $183K in assets and 3 participants for 2023.

Original filing (PDF)20240515220059NAL0035079747014

1040 Tax Service

Name: 1040 Tax Service — 1040 Tax Service 401(k) Plan, Form 5500 (2023)
Creator: 1040 Tax Service
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

1040 Tax Service 401(k) Plan

401(k) retirement plan · 1040 Tax Service's 1040 Tax Service 401(k) Plan held $183K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$183K

Net assets (EOY)

$183K

Plan identifiers

1040 Tax Service's EIN is 81-3547761.

EIN 81-3547761

Plan number 001

Plan year 2023

ACK ID 20240515220059NAL0035079747014

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for 1040 Tax Service from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

1040 Tax Service's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

1040 TAX SERVICE

EIN

all filings

Address

128 SPARTA AVE · NEWTON, NJ · 07860

Phone

(862) 254-0195

Industry

Professional & Technical Services

Plan administrator