Original filing (PDF)20250728115853NAL0004559938001

THE TAXWIZARD INC.

Name: THE TAXWIZARD INC. — THE TW RETIREMENT PLAN, Form 5500 (2024)
Creator: THE TAXWIZARD INC.

Form 5500-SF

FILING_RECEIVED

THE TW RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

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 THE TAXWIZARD INC..

Plan sponsor

Name

THE TAXWIZARD INC.

EIN

82-2700873all filings

Address

1119 W SAN ANTONIO ST · SAN MARCOS, TX · 78666

Phone

(512) 504-3389

Industry

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

2025-07-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

R&R FINANCIAL & TAX SERVICES

R&R FINANCIAL & TAX SERVICES 401(K) PLAN

$12K · 4 participants

BRENDA CLAYTON CPA

BRENDA CLAYTON CPA CBS BENEFIT PLAN

$12K · 2 participants

PFENNING ACCOUNTANCY PC

PFENNING ACCOUNTANCY PC 401(K) PLAN

$13K · 2 participants

RRD FINANCIAL

RRD FINANCIAL CBS BENEFIT PLAN

$12K · 14 participants

TAX & TECH SERVICES INC

TAX & TECH SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

$13K · 3 participants

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