Original filing (PDF)20250718155603NAL0001064947001

WAGMI TAX

Name: WAGMI TAX — WAGMI TAX 401(K) PLAN, Form 5500 (2024)
Creator: WAGMI TAX

Form 5500-SF

FILING_RECEIVED

WAGMI TAX 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$510

Net assets (EOY)

$510

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.

Decision-maker contacts

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

Plan sponsor

Name

WAGMI TAX

EIN

92-1414784all filings

Address

25 CONOR ROAD · JACKSON, NJ · 08527

Phone

(609) 795-7565

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

ALL-N-1 TAX SERVICE

ALL-N-1 TAX SERVICE 401(K) PLAN

$498 · 3 participants

BEST FRIEND FINANCIAL TAX & IMMIGRATION SERVICES

BEST FRIEND FINANCIAL TAX & IMMIGRATION SERVICES 401(K) PLAN

$547 · 2 participants

REINA TAX INC

REINA TAX INC - 401K

$467 · 3 participants

TRIPLE G LOGISTICS LLC

TRIPLE G LOGISTICS LLC SOCA BENEFIT PLAN

$449 · 2 participants

LINDA HIGLEY LLC

NSA TAX & BUSINESS SERVICES 401(K) PLAN

$597 · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.