Search public Form 5500 filings

Plans

• planTax Management Assoc. Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $7.7Mreported assets (EOY)
  Sponsor: Tax Management Associates, Inc.EIN: 56-1507131Plan: 002Participants: 149Assets: $7,709,946Net assets: $7.7MAssets / participant: $51.7KLocation: Charlotte, NCLatest: 2023
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• planTax Management Associates Employee Stock Ownership PlanFinancial statement2023 filing
  $32.6Kreported assets (EOY)
  Sponsor: Tax Management Associates, IncEIN: 56-1507131Plan: 003Participants: 0Assets: $32,562Net assets: $0Location: Charlotte, NCLatest: 2023
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• planTax Management Associates, Inc. Health And Welfare Plan2023 filing
  Sponsor: Tax Management Associates, Inc.EIN: 56-1507131Plan: 506Participants: 106Assets: not reported in the loaded datasetLocation: Charlotte, NCLatest: 2023
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