Original filing (PDF)20250717184509NAL0001160096001

GILL TAX GROUP PC

Name: GILL TAX GROUP PC — GILL TAX GROUP 401(K) PLAN, Form 5500 (2024)
Creator: GILL TAX GROUP PC

Form 5500-SF

FILING_RECEIVED

GILL TAX GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GILL TAX GROUP PC.

Plan sponsor

Name

GILL TAX GROUP PC

EIN

84-5105050

Address

1 PARK PLZ · STE 1010 · IRVINE, CA · 92614

Phone

(949) 662-3848

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

ROXELL EMERGENCY MANAGEMENT RE

ROXELL EMERGENCY MANAGEMENT RE 401(K) PROFIT SHARING PLAN & TRUST

$17K

OWLEYE LLC

OWLEYE LLC 401(K) PLAN

$17K · 4 participants

BASE YELLOW CREDIT ADVISORS LLC

AAMCO TRANSMISSIONS 401K

$17K · 13 participants

JEM EWC MANAGEMENT LLC

JEM EWC MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

$17K · 113 participants

QUALITYS CHILDCARE

QUALITY DAYCARE 401(K)

$17K · 8 participants