How big is Timberline Tax Group LLC's plan?

Timberline Tax Group LLC's plan reported $426K in assets and 47 participants for 2024.

Original filing (PDF)20250606080714NAL0009762963001

Timberline Tax Group LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Timberline Tax Group LLC held $426K in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$426K

Net assets (EOY)

$426K

People on this filing

Nick Rice signed Timberline Tax Group LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Timberline Tax Group LLC's EIN is 81-4351748.

EIN 81-4351748

Plan number 001

Plan year 2024

ACK ID 20250606080714NAL0009762963001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Timberline Tax Group LLC'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 TIMBERLINE TAX GROUP 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