Corptax, Inc. 401(k) Plan (terminated 2022): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2022, when $102.7 million was transferred out of the plan. Assets moved to the CSC 401K PLAN (sponsored by CSC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the CSC 401K PLAN →

Corptax, Inc. 401(k) Plan Facts (plan year 2022)

Plan name
CORPTAX, INC. 401(K)
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CORPTAX, INC.
Participants
453
Former employees with a balance
0
Employer contributions
$2,876,251 in plan year 2022 (37% of all contributions)
Recordkeeper
Jpmorgan Invest Holdings Llc
Plan year
Jan 1, 2022 – Dec 30, 2022
Plan established
Jul 15, 2006
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 30, 2022), filed Oct 9, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2022

  • $7.78 million went into the plan in contributions, $2.88 million of it from the employer (37%).
  • $5.73 million was paid out to participants.

How the Corptax, Inc. 401(k) changed, 2017–2022

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2017459$65.3 million$2.26 million$2.13 million
2018457$65.1 million$2.36 million$2.38 million
2019441$83.2 million$2.50 million$3.51 million
2020441$101.9 million$2.65 million$2.14 million
2021465$120.7 million$2.72 million$3.83 million
2022 (final)453$0$2.88 million$5.73 million

Corptax, Inc. 401(k) Contact Information

Phone
847-236-8324
Mailing address
2100 EAST LAKE COOK ROAD SUITE 800, BUFFALO GROVE IL 60089
Plan sponsor
CORPTAX, INC.
Employer identification number (EIN)
01-0868383
Plan number
001

Questions about the Corptax, Inc. 401(k)

Is the Corptax, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2022. Its assets were transferred to the CSC 401K PLAN.

Does Corptax, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $2.88 million, 37% of all contributions.

Does the Corptax, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Corptax, Inc 401(k) plan?

453 participants at the start of plan year 2022.

Who manages the Corptax, Inc 401(k) accounts?

J.P. Morgan Retirement Link (listed on the filing as JPMORGAN INVEST HOLDINGS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

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