How big is Universal Tax Solutions' plan?

Universal Tax Solutions' plan reported $22K in assets and 7 participants for 2024.

Original filing (PDF)20250529071810NAL0020122770001

Universal Tax Solutions

Name: Universal Tax Solutions — Universal Tax Solutions, Form 5500 (2024)
Creator: Universal Tax Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Universal Tax Solutions 401(k)

401(k) retirement plan · Universal Tax Solutions' Universal Tax Solutions 401(k) held $22K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

People on this filing

ADAM Phenix signed Universal Tax Solutions' 2024 Form 5500 as plan administrator.

ADAM Phenix — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Universal Tax Solutions' EIN is 82-3982351.

EIN 82-3982351

Plan number 001

Plan year 2024

ACK ID 20250529071810NAL0020122770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Universal Tax Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Universal Tax Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIVERSAL TAX SOLUTIONS.

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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

Vendor & structure

100

Knocking points off