Original filing (PDF)20250521220131NAL0002507939020

COLUMBIA TAX SERVICES LLC

Name: COLUMBIA TAX SERVICES LLC — COLUMBIA TAX SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: COLUMBIA TAX SERVICES LLC

Form 5500-SF

FILING_RECEIVED

COLUMBIA TAX SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

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 COLUMBIA TAX SERVICES LLC.

Plan sponsor

Name

COLUMBIA TAX SERVICES LLC

EIN

85-0491580all filings

Address

10367 W HOLLANDALE DR · BOISE, ID · 83709

Phone

(208) 860-5378

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

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 Professional & Technical Services plans

RAYGOR TAX LLC

RAYGOR TAX LLC 401(K) PLAN

$2K · 6 participants

LEGACY CARE TAX, LLC

LEGACY CARE TAX, LLC 401(K) PLAN

$2K · 2 participants

TIP EXCISE LLC

TIP EXCISE LLC 401(K) PLAN

$2K · 6 participants

ETAXNOTES, LLC

ETAXNOTES, LLC 401K PLAN

$2K · 3 participants

SEASONS ACCOUNTING SERVICES LLC

SEASONS ACCOUNTING SERVICES LLC 401(K) PLAN

$2K · 6 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.