Original filing (PDF)20250424220857NAL0016924514040

APEX TAX & FINANCIAL SOLUTIONS LLC

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

Form 5500-SF

FILING_RECEIVED

APEX TAX & FINANCIAL SOLUTIONS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

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 APEX TAX & FINANCIAL SOLUTIONS LLC.

Plan sponsor

Name

APEX TAX & FINANCIAL SOLUTIONS LLC

EIN

84-4117718all filings

Address

635 CLEARVIEW PT · KENT, WA · 98030

Phone

(253) 499-9051

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator