Original filing (PDF)20250417220747NAL0002897536021

MODERN BOOKKEEPING & TAX SERVICE, INC.

Name: MODERN BOOKKEEPING & TAX SERVICE, INC. — MODERN FINANCIAL CARE 401(K) PLAN, Form 5500 (2024)
Creator: MODERN BOOKKEEPING & TAX SERVICE, INC.

Form 5500-SF

FILING_RECEIVED

MODERN FINANCIAL CARE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MODERN BOOKKEEPING & TAX SERVICE, INC..

Plan sponsor

Name

MODERN BOOKKEEPING & TAX SERVICE, INC.

EIN

13-3457982all filings

Address

76 W RAILROAD AVE · GARNERVILLE, NY · 10923

Phone

(845) 947-1145

Industry

Professional & Technical Servicessee all

Plan administrator