How big is AVID Tax Group's plan?

AVID Tax Group's plan reported $658K in assets and 1 participants for 2024.

Original filing (PDF)20250627205334NAL0005662899001

AVID Tax Group

Name: AVID Tax Group — AVID Tax Group 401(k) Plan, Form 5500 (2024)
Creator: AVID Tax Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AVID Tax Group 401(k) Plan

401(k) retirement plan · AVID Tax Group's AVID Tax Group 401(k) Plan held $658K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$658K

Net assets (EOY)

$658K

People on this filing

John Boyle signed AVID Tax Group's 2024 Form 5500 as plan administrator.

John Boyle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AVID Tax Group's EIN is 85-0570884.

EIN 85-0570884

Plan number 001

Plan year 2024

ACK ID 20250627205334NAL0005662899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AVID Tax Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AVID Tax Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 average account balance (100th percentile).

Plan sponsor

Name

AVID TAX GROUP

EIN

all filings

Address

325 W. WASHINGTON STREET, #2148 · SAN DIEGO, CA · 92103

Phone

(619) 285-2300

Industry

Professional & Technical Services

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

2025-06-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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