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Form 5500 · stock bonus plan · CHARLOTTE, NC

TAX MANAGEMENT ASSOCIATES, INC

TAX MANAGEMENT ASSOCIATES, INC files a Form 5500 with the U.S. Department of Labor for a stock bonus plan (plan year ending Feb 2026). There is no insured contract on this filing, so no benefits broker, carrier or commission is disclosed.

Filing
Form 5500 · TAX MANAGEMENT ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
Plan type
stock bonus plan
Participants
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Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1507131 · plan 003 · plan year 2026 filing

Why no broker or carrier is shown

This filing covers a retirement plan only. Any health and welfare coverage is filed under a separate plan number, filed through a PEO or association, or not subject to ERISA filing.

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