Original filing (PDF)20260324100757NAL0002879728001

UNITED WEALTH & TAX SERVICES, INC.

Name: UNITED WEALTH & TAX SERVICES, INC. — UNITED WEALTH & TAX SERVICES, INC. 401(K) SALARY DEFERRAL PLAN, Form 5500 (2024)
Creator: UNITED WEALTH & TAX SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

UNITED WEALTH & TAX SERVICES, INC. 401(K) SALARY DEFERRAL PLAN

401(k) retirement plan

Signals · 1

Late filing · 4.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

/ 100

Grade B

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED WEALTH & TAX SERVICES, INC..

Plan sponsor

Name

UNITED WEALTH & TAX SERVICES, INC.

EIN

92-2288080