How big is Clarytax Plan, Inc.'s plan?

Clarytax Plan, Inc.'s plan reported $1K in assets and 3 participants for 2025.

Original filing (PDF)20260504221311NAL0000268371022

Clarytax Plan, Inc.

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

Form 5500-SF

FILING_RECEIVED

Clarytax 401(k) Plan

401(k) retirement plan · Clarytax Plan, Inc.'s Clarytax 401(k) Plan held $1K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

Plan identifiers

Clarytax Plan, Inc.'s EIN is 99-4626166.

EIN 99-4626166

Plan number 001

Plan year 2025

ACK ID 20260504221311NAL0000268371022

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clarytax Plan, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Clarytax Plan, Inc.'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 CLARYTAX PLAN, INC..

Finding similar companies…

Plan health score

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off