How big is Lifeline Tax Solutions LLC's plan?

Lifeline Tax Solutions LLC's plan reported $60K in assets and 20 participants for 2024.

Original filing (PDF)20250723124901NAL0002025619001

Lifeline Tax Solutions LLC

Name: Lifeline Tax Solutions LLC — Lifeline Tax Solutions, Form 5500 (2024)
Creator: Lifeline Tax Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lifeline Tax Solutions LLC - 401(k)

401(k) retirement plan · Lifeline Tax Solutions LLC's Lifeline Tax Solutions LLC - 401(k) held $60K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Nick Rice signed Lifeline Tax Solutions LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Lifeline Tax Solutions LLC's EIN is 87-1734220.

EIN 87-1734220

Plan number 001

Plan year 2024

ACK ID 20250723124901NAL0002025619001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lifeline Tax Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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