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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

VALENTINE TAX AND BOOKKEEPING SERVICE, P.C. 401(k) Plan

What public Form 5500 filings show about the VALENTINE TAX AND BOOKKEEPING SERVICE, P.C. 401(k) plan — and how to find and check your own account.

Plan assets
$63K
Participants
4
Plans on file
1

The VALENTINE TAX AND BOOKKEEPING SERVICE, P.C. 401(k) on its latest Form 5500

VALENTINE TAX AND BOOKKEEPING SERVICE, P.C. (EIN 45-0901314) reports VALENTINE TAX AND BOOKKEEPING SERVICE, P.C. SOLO 401(K) PLAN on its most recent Form 5500, with $63K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full VALENTINE TAX AND BOOKKEEPING SERVICE, P.C. filing — schedules, fees, and providers.

Who runs the VALENTINE TAX AND BOOKKEEPING SERVICE, P.C. 401(k)?

VALENTINE TAX AND BOOKKEEPING SERVICE, P.C.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask VALENTINE TAX AND BOOKKEEPING SERVICE, P.C.HR for the recordkeeper’s name and login.

How to check your VALENTINE TAX AND BOOKKEEPING SERVICE, P.C. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask VALENTINE TAX AND BOOKKEEPING SERVICE, P.C. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: VALENTINE TAX AND BOOKKEEPING SERVICE, P.C. — all Form 5500 filings (EIN 45-0901314) · Montana employer EIN lookup · Form 5500 search
VALENTINE TAX AND BOOKKEEPING SERVICE, P.C. 401(k) Plan — Form 5500