Original filing (PDF)20250123143321NAL0004186467001

BMC TAX, LLC

Name: BMC TAX, LLC — BMC TAX, LLC 401(K) PLAN, Form 5500 (2024)
Creator: BMC TAX, LLC

Form 5500-SF

FILING_RECEIVED

BMC TAX, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

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 BMC TAX, LLC.

Plan sponsor

Name

BMC TAX, LLC

EIN

82-3313092all filings

Address

111 PEACHTREE LANE · SWANTON, OH · 43558

Phone

(419) 705-8893

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-12-31

Filed

2025-01-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

LBS TAXES

LBS TAXES 401(K) P/S PLAN

$104K · 7 participants

POPULAR MULTISERVICE INC

$104K · 11 participants

HOMETOWN TAX & ACCOUNTING SERVIC

HOMETOWN TAX & ACCOUNTING SERVICES INC 401K

$103K · 1 participants

AURORA CONSULTING GROUP, LLC

AURORA CONSULTING GROUP, LLC 401(K) PLAN

$105K · 5 participants

ABELLA TAX SERVICES, INC.

ABELLA TAX SERVICES 401(K) PLAN

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