Original filing (PDF)20250717154227NAL0000825824001

DAN JEFFERSON TAX AND ACCOUNTING, INC

Name: DAN JEFFERSON TAX AND ACCOUNTING, INC — DAN JEFFERSON TAX AND ACCOUNTING, INC 401(K) PLAN, Form 5500 (2024)
Creator: DAN JEFFERSON TAX AND ACCOUNTING, INC

Form 5500-SF

FILING_RECEIVED

DAN JEFFERSON TAX AND ACCOUNTING, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$156K

Net assets (EOY)

$156K

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 DAN JEFFERSON TAX AND ACCOUNTING, INC.

Plan sponsor

Name

DAN JEFFERSON TAX AND ACCOUNTING, INC

EIN

84-1740728all filings

Address

400 SOUTH ZANG BLVD · SUITE 620 · DALLAS, TX · 75208

Phone

(214) 941-6657

Industry

Finance & Insurancesee all

Plan administrator