Plan5500

Tax Management Associates, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Tax Management Associates, Inc (EIN 56-1507131) is a plan sponsor located in Charlotte, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-1507131
Location
Charlotte, NC
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Tax Management Associates, Inc

  • 3 loaded plans hold $7.7M in reported assets.
  • The largest, Tax Management Assoc. Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 255 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.7MSummed across loaded plans$7,709,946
Total reported assets$7.7M$7,742,508
Total reported participants255
Total reported liabilities$32.6K$32,562

Reported net position

Reported assets = net assets + liabilities (summed)$7.7M total assets
Net assets$7.7MLiabilities$32.6K
Contributions & income
Employer contributions$38.6K
Participant contributions$458.1K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$507.4K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Tax Management Assoc. Inc. 401(K) Profit Sharing Plan
Participants per plan85Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Tax Management Assoc. Inc. 401(K) Profit Sharing Plan$7.7M
    Plan #002 · 149 participants · 2023
  2. 2
    Tax Management Associates Employee Stock Ownership Plan$32.6K
    Plan #003 · 0 participants · 2023
  3. 3
    Tax Management Associates, Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #506 · 106 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Tax Management Associates, Inc. Open one for its full reported snapshot.

  1. 2023
    Tax Management Assoc. Inc. 401(K) Profit Sharing Plan149 participants · 2Sch HSch C
    View filing →
  2. 2023
    Tax Management Associates, Inc. Health And Welfare Plan106 participants · 2No schedules
    View filing →
  3. 2023
    Tax Management Associates Employee Stock Ownership Plan0 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Tax Management Associates, Inc report on Form 5500?
Tax Management Associates, Inc (EIN 56-1507131) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Tax Management Associates, Inc?
The Employer Identification Number (EIN) reported for Tax Management Associates, Inc is 56-1507131.
What is the latest Form 5500 filing year for Tax Management Associates, Inc?
The latest loaded Form 5500 filing year for Tax Management Associates, Inc is 2023.

Related Form 5500 pages