Advantage Tax & Business Services, Inc. 401(K) Plan — Form 5500 plan (Advantage Tax & Business Services, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Advantage Tax & Business Services, Inc. 401(K) Plan is a benefit plan reported by Advantage Tax & Business Services, Inc. under EIN 27-1665745 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $436,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advantage Tax & Business Services, Inc.
- EIN
- 27-1665745
- Plan number
- 001
- Plan type
- 2
- Location
- West Lawn, PA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $436,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20250610151724NAL0013196355001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $436,090
- Net assets (EOY)
- $436,090
- Net assets (BOY)
- $380,664
Income & contributions
- Total income / additions
- $55,426
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $55,426
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.