OpenERISAForm 5500 plan search

Tax Management Associates, INC

Charlotte, NC, 28217

EIN 56-1507131

Plans: 3
Total participants: 1,362
Filing years: 2024, 2025, 2023, 2022, 2021, 2020
NAICS: 541219

Plan sponsors in North Carolina Professional, Scientific & Technical Services

Benefit plans on file

Year	Form	Plan #	Plan name	Participants
2025	Form 5500	003	Tax Management Associates Employee Stock Ownership Plan	0
2025	Form 5500	003	Tax Management Associates Employee Stock Ownership Plan	0
2025	Form 5500	003	Tax Management Associates Employee Stock Ownership Plan	77
2025	Form 5500	003	Tax Management Associates Employee Stock Ownership Plan	0
2025	Form 5500	003	Tax Management Associates Employee Stock Ownership Plan	0
2024	Form 5500	002	Tax Management Assoc. INC. 401(K) & PS Plan	139
2024	Form 5500	003	Tax Management Associates Employee Stock Ownership Plan	0
2024	Form 5500	003	Tax Management Associates Employee Stock Ownership Plan	77
2024	Form 5500	506	Tax Management Associates, INC. Health And Welfare Plan	105
2023	Form 5500	002	Tax Management Assoc. INC. 401(K) Profit Sharing Plan	130
2023	Form 5500	003	Tax Management Associates Employee Stock Ownership Plan	0
2023	Form 5500	506	Tax Management Associates, INC. Health And Welfare Plan	113
2022	Form 5500	002	Tax Management Associates, INC 401(K) Profit Sharing Plan	122
2022	Form 5500	506	Tax Management Associates, INC. Health And Welfare Plan	100
2021	Form 5500	002	Tax Management Associates, INC. 401(K) Profit Sharing Plan	146
2021	Form 5500	506	Tax Management Associates, INC. Health And Welfare Plan	76
2020	Form 5500	002	Tax Management Associates, INC. 401(K) Profit Sharing Plan	150
2020	Form 5500	506	Tax Management Associates, INC. Health And Welfare Plan	127

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

Other plan sponsors in North Carolina

All North Carolina plan sponsors →