How big is Tri-County Bookkeepers Inc.'s plan?

Tri-County Bookkeepers Inc.'s plan reported $4.0M in assets and 20 participants for 2025.

Original filing (PDF)20260514142630NAL0007470851001

Tri-County Bookkeepers Inc.

Name: Tri-County Bookkeepers Inc. — Tri-County Bookkeepers, Form 5500 (2025)
Creator: Tri-County Bookkeepers Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tri-County Bookkeepers 401(k) PSP

401(k) retirement plan · Tri-County Bookkeepers Inc.'s Tri-County Bookkeepers 401(k) PSP held $4.0M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Phillip Hosbein signed Tri-County Bookkeepers Inc.'s 2025 Form 5500 as plan administrator.

Phillip Hosbein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tri-County Bookkeepers Inc.'s EIN is 20-0225806.

EIN 20-0225806

Plan number 001

Plan year 2025

ACK ID 20260514142630NAL0007470851001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tri-County Bookkeepers Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tri-County Bookkeepers Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRI-COUNTY BOOKKEEPERS INC..

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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