Original filing (PDF)20250315062322NAL0014485923001

FINANCIAL PLANNING & TAX CENTER, LLC

Name: FINANCIAL PLANNING & TAX CENTER, LLC — FINANCIAL PLANNING & TAX CENTER, LLC 401(K) PLAN, Form 5500 (2024)
Creator: FINANCIAL PLANNING & TAX CENTER, LLC

Form 5500-SF

FILING_RECEIVED

FINANCIAL PLANNING & TAX CENTER, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FINANCIAL PLANNING & TAX CENTER, LLC

EIN

83-2481852all filings

Address

1105 GRAND AVE. SUITE 2 · SCHOFIELD, WI · 54476

Phone

(715) 675-0609

Industry

Finance & Insurancesee all

Plan administrator