Tax Management Associates, INC DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Tax Management Associates, INC
  • Sponsor EIN: 561507131
  • Sponsor Address: 5121 PARKWAY PLAZA, CHARLOTTE, NC, 28217
  • Plan Type: DC
  • Plan Number: 003
  • Total Participants: 0
  • Total Assets: $12,002

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$12,002$0$0
20240$12,302$0$0
20230$32,562$0$0
20220$32,562$0$0
20210$34,634$0$0

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