How big is McCarthy Tax Preparation LLC's plan?

McCarthy Tax Preparation LLC's plan reported $4K in assets and 8 participants for 2024.

Original filing (PDF)20250729141256NAL0002908081001

McCarthy Tax Preparation LLC

Name: McCarthy Tax Preparation LLC — McCarthy Tax, Form 5500 (2024)
Creator: McCarthy Tax Preparation LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCarthy Tax Preparation LLC SOCA Benefit Plan

Health & welfare plan · McCarthy Tax Preparation LLC's McCarthy Tax Preparation LLC SOCA Benefit Plan held $4K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Matt Appenzeller signed McCarthy Tax Preparation LLC's 2024 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

McCarthy Tax Preparation LLC's EIN is 81-3555810.

EIN 81-3555810

Plan number 501

Plan year 2024

ACK ID 20250729141256NAL0002908081001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McCarthy Tax Preparation 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 MCCARTHY TAX PREPARATION LLC.

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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