Tax Management Associates, Inc.

Form 5500

TAX MANAGEMENT ASSOCIATES, INC

5121 Parkway Plaza Blvd, Charlotte, Nc 28217 (704) 814-7605 EIN:56-1507131 Plan Admin:Benny Scott Smith

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTAX MANAGEMENT ASSOCIATES, INC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY168 / 149 Assets BOY/EOY$10,279,393 / $7,202,499	2022	TAX MANAGEMENT ASSOCIATES, INC 401(K) PROFIT SHARING PLAN - Plan #002	168 / 149	$10,279,393 / $7,202,499
2022	Plan NameTAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN Plan #506 Participants BOY/EOY100 / 0 Assets BOY/EOY$0 / $0	2022	TAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN - Plan #506	100 / 0	$0 / $0
2021	Plan NameTAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY168 / 168 Assets BOY/EOY$8,423,829 / $10,279,393	2021	TAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	168 / 168	$8,423,829 / $10,279,393
2021	Plan NameTAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN Plan #506 Participants BOY/EOY104 / 0 Assets BOY/EOY$0 / $0	2021	TAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN - Plan #506	104 / 0	$0 / $0
2020	Plan NameTAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY180 / 168 Assets BOY/EOY$7,407,822 / $8,423,829	2020	TAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	180 / 168	$7,407,822 / $8,423,829
2020	Plan NameTAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN Plan #506 Participants BOY/EOY127 / 0 Assets BOY/EOY$0 / $0	2020	TAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN - Plan #506	127 / 0	$0 / $0
2019	Plan NameTAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY196 / 180 Assets BOY/EOY$5,153,256 / $7,407,822	2019	TAX MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002	196 / 180	$5,153,256 / $7,407,822
2019	Plan NameTAX MANAGEMENT ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY137 / 136 Assets BOY/EOY$7,255,650 / $2,035,407	2019	TAX MANAGEMENT ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003	137 / 136	$7,255,650 / $2,035,407
2019	Plan NameTAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN Plan #506 Participants BOY/EOY134 / 0 Assets BOY/EOY$0 / $0	2019	TAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN - Plan #506	134 / 0	$0 / $0