Original filing (PDF)20250408220541NAL0031123968054

BOOKZ2TAX PLLC

Name: BOOKZ2TAX PLLC — BOOKZ2TAX PLLC 401(K) PLAN, Form 5500 (2024)
Creator: BOOKZ2TAX PLLC

Form 5500-SF

FILING_RECEIVED

BOOKZ2TAX PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$107K

Net assets (EOY)

$107K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOOKZ2TAX PLLC.

Plan sponsor

Name

BOOKZ2TAX PLLC

EIN

88-1572332all filings

Address

24285 KATY FWY · SUITE 300 · KATY, TX · 77494

Phone

(346) 387-7164

Industry