Original filing (PDF)20240629114257NAL0001957009001

DOWNSTREAM TAX CONSULTING LLC DBA ENERGY TAX ADVISORS

Name: DOWNSTREAM TAX CONSULTING LLC DBA ENERGY TAX ADVISORS — ENERGY TAX ADVISORS CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: DOWNSTREAM TAX CONSULTING LLC DBA ENERGY TAX ADVISORS

Form 5500-SF

FILING_RECEIVED

ENERGY TAX ADVISORS CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOWNSTREAM TAX CONSULTING LLC DBA ENERGY TAX ADVISORS.

Plan sponsor

Name

DOWNSTREAM TAX CONSULTING LLC DBA ENERGY TAX ADVISORS

EIN

82-3668483all filings

Address

520 POST OAK BOULEVARD, SUITE 400 · HOUSTON, TX · 77027

Phone

(713) 871-8080

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator