How big is Planwiser Tax, LLC's plan?

Planwiser Tax, LLC's plan reported $255K in assets and 12 participants for 2025.

Original filing (PDF)20260429220707NAL0006438675068

Planwiser Tax, LLC

Name: Planwiser Tax, LLC — Planwiser Tax 401(k) Plan, Form 5500 (2025)
Creator: Planwiser Tax, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planwiser Tax 401(k) Plan

401(k) retirement plan · Planwiser Tax, LLC's Planwiser Tax 401(k) Plan held $255K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$255K

Net assets (EOY)

$255K

People on this filing

Elantha Barry signed Planwiser Tax, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Planwiser Tax, LLC's EIN is 93-1499737.

EIN 93-1499737

Plan number 001

Plan year 2025

ACK ID 20260429220707NAL0006438675068

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Planwiser Tax, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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