· 2022–2024 · DOL EFAST2

A&E Accounting Tax Service — A&E Accounting Tax, Form 5500 (2025)

Original filing (PDF)20260718152534NAL0005733155001

A&E Accounting Tax Service

Form 5500-SF

FILING_RECEIVED

A&E Accounting Tax Service PC 401(k)

401(k) retirement plan · A&E Accounting Tax Service's A&E Accounting Tax Service PC 401(k) held $59K in plan assets for 11 participants in 2025.

Active participants

11

Accounts w/ balance

9

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

Plan health score

Above-average plan

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

45

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 A&E ACCOUNTING TAX SERVICE.

Plan sponsor

Name

A&E ACCOUNTING TAX SERVICE

EIN

82-2482766all filings

Address

3004 MARIETTA HWY · CANTON, GA · 30114

Phone

(770) 704-9906

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-18

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

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