How big is Nelson Andries Tax LLC's plan?

Nelson Andries Tax LLC's plan reported $104K in assets and 13 participants for 2024.

Original filing (PDF)20250718105635NAL0001577025001

Nelson Andries Tax LLC

Name: Nelson Andries Tax LLC — Master Plan Bookkeeping, Form 5500 (2024)
Creator: Nelson Andries Tax LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Master Plan Bookkeeping 401(k) Plan

401(k) retirement plan · Nelson Andries Tax LLC's Master Plan Bookkeeping 401(k) Plan held $104K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

People on this filing

Marcus Bowie signed Nelson Andries Tax LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Nelson Andries Tax LLC's EIN is 82-4931108.

EIN 82-4931108

Plan number 001

Plan year 2024

ACK ID 20250718105635NAL0001577025001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson Andries Tax LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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