Original filing (PDF)20250715092715NAL0001890881001

TAX DEFENSE OHIO

Name: TAX DEFENSE OHIO — TAX DEFENSE OHIO 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: TAX DEFENSE OHIO

Form 5500-SF

FILING_RECEIVED

TAX DEFENSE OHIO 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

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.

Decision-maker contacts

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

Plan sponsor

Name

TAX DEFENSE OHIO

EIN

82-1462853all filings

Address

259 N STATE ST. · WESTERVILLE, OH · 43081

Phone

(614) 524-4888

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

BRADLEY P COSTLOW CPA PLLC

BRADLEY P. COSTLOW CPA PLLC PROFIT SHARING PLAN

$290K · 2 participants

BRUMLEY ROBINSON & ASSOCIATES CPAS PLLC

BRUMLEY ROBINSON & ASSOCIATES RETIREMENT SAVINGS PLAN

$290K · 15 participants

BRIAN T BOYD CPA PC

BRIAN T BOYD CPA PC CASH BALANCE PLAN

$290K · 9 participants

MARILYN RICO, CPA AN ACCOUNTANCY CORPORATION

MARILYN RICO, CPA AN ACCOUNTANCY CORPORATION 401(K) PLAN

$289K · 2 participants

NEIDERHISER CONSULTING & ACCOUNTING GROUP, LLC

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