OpenERISA

Avantax, INC.

Dallas, TX, 75019

EIN 91-1718107
Plans
2
Total participants
7,466
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541519
Plan sponsors in TexasProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Avantax INC. 401(K) Retirement Plan0
2024Form 5500502Avantax, INC. Health And Welfare Benefits Plan0
2023Form 5500001Avantax INC. 401(K) Retirement Plan722
2023Form 5500502Avantax, INC. Health And Welfare Benefits Plan728
2022Form 5500001Blucora, INC. 401(K) Retirement Plan1,279
2022Form 5500502Blucora Group Health Plan1,072
2021Form 5500001Blucora, INC. 401(K) Retirement Plan1,051
2021Form 5500502Blucora Group Health Plan1,043
2020Form 5500001Blucora, INC. 401(K) Retirement Plan842
2020Form 5500502Blucora Group Health Plan729

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.

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