How big is Tax Advisors, PLLC's plan?

Tax Advisors, PLLC's plan reported $3.3M in assets and 10 participants for 2024.

Original filing (PDF)20250806170334NAL0003428976001

Tax Advisors, PLLC

Name: Tax Advisors, PLLC — Tax Advisors, PLLC Defined, Form 5500 (2024)
Creator: Tax Advisors, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tax Advisors, PLLC Defined Benefit Pension Plan

Defined-benefit pension plan · Tax Advisors, PLLC's Tax Advisors, PLLC Defined Benefit Pension Plan held $3.3M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Gregory Damico signed Tax Advisors, PLLC's 2024 Form 5500 as plan administrator.

Gregory Damico — 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

Tax Advisors, PLLC's EIN is 91-2092483.

EIN 91-2092483

Plan number 001

Plan year 2024

ACK ID 20250806170334NAL0003428976001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tax Advisors, PLLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score