Original filing (PDF)20250415220034NAL0004092385001

COURTNEY ANDERSON EA TAX, INC.

Name: COURTNEY ANDERSON EA TAX, INC. — COURTNEY ANDERSON EA TAX 401(K) PLAN, Form 5500 (2023)
Creator: COURTNEY ANDERSON EA TAX, INC.

Form 5500-SF

FILING_RECEIVED

COURTNEY ANDERSON EA TAX 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 12.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 12.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

COURTNEY ANDERSON EA TAX, INC.

EIN

87-4539323

Address

433 CENTRAL AVE · 4TH FL · ST PETERSBURG, FL · 33701

Phone

(858) 252-4824

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-05-15

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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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