Original filing (PDF)20250707130144NAL0001997363001

CELINA INCOME TAX INC

Name: CELINA INCOME TAX INC — Form 5500 (2024)
Creator: CELINA INCOME TAX INC

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$692K

Net assets (EOY)

$692K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CELINA INCOME TAX INC.

Plan sponsor

Name

CELINA INCOME TAX INC

EIN

82-2761119

Address

815 COLORADO BLVD SUITE 350 · LOS ANGELES, CA · 90041

Phone

(323) 254-7610

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

2025-07-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

ALPHARESULTS LLC

ALPHARESULTS LLC 401(K) PLAN

$692K · 15 participants

PREMIER CPA'S, P.C.

PREMIER CPA'S, P.C. EMPLOYEES 401(K) PLAN

$692K · 5 participants

DON HUDZIETZ INCOME TAX SERVICE, INC.

DON HUDZIETZ INCOME TAX SERVICES 401K PSP

$688K · 2 participants

BRONX TAX MAN CORP

BRONX TAX MAN CORP 401(K) PLAN

$697K · 18 participants

TKC ADVENTURES, LLC

TKC ADVENTURES, LLC 401(K) PLAN

$685K · 369 participants