How big is Wealth & Tax Planners LLC's plan?

Wealth & Tax Planners LLC's plan reported $323K in assets and 2 participants for 2024.

Original filing (PDF)20250808122646NAL0006386160001

Wealth & Tax Planners LLC

Name: Wealth & Tax Planners LLC — Mark A. Greenberg 401(k), Form 5500 (2024)
Creator: Wealth & Tax Planners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark A. Greenberg 401(k) Plan & Trust

401(k) retirement plan · Wealth & Tax Planners LLC's Mark A. Greenberg 401(k) Plan & Trust held $323K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

Plan identifiers

Wealth & Tax Planners LLC's EIN is 88-0731685.

EIN 88-0731685

Plan number 001

Plan year 2024

ACK ID 20250808122646NAL0006386160001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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