# Canopy Tax, INC Health & Welfare Plan
Source: https://planprovider.pro/companies/canopy-tax-inc-465164530-501

> Canopy Tax, INC's Health & Welfare plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Canopy Tax, INC

- **Sponsor EIN:** 465164530

- **Sponsor Address:** 10355 S JORDAN GATEWAY, SOUTH JORDAN, UT, 84095

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 216

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|216|$0|$0|$0|

| 2023|150|$0|$0|$0|

| 2022|136|$0|$0|$0|

## Similar Plans

- [Sirsi Corporation](https://planprovider.pro/companies/sirsi-corporation-631233771-502) — 2,885 participants

- [Ivanti, INC.](https://planprovider.pro/companies/ivanti-inc-401k-plan) — 930 participants

- [Lucid Software INC.](https://planprovider.pro/companies/lucid-software-inc-264737100-506) — 920 participants

- [Becklar, LLC](https://planprovider.pro/companies/becklar-llc-401k-plan) — 748 participants

- [Sirsidynix](https://planprovider.pro/companies/sirsidynix-401k-plan) — 233 participants

- [Medsphere Systems Corporation](https://planprovider.pro/companies/medsphere-systems-corporation-401k-plan) — 162 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/canopy-tax-inc-465164530-501)

© 2026 PlanProvider.Pro