Original filing (PDF)20260323152342NAL0001713153001

Balanced Bookkeeping LLC

Name: Balanced Bookkeeping LLC — Balanced Bookkeeping LLC, Form 5500 (2025)
Creator: Balanced Bookkeeping LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balanced Bookkeeping LLC 401(k) Plan

401(k) retirement plan · Balanced Bookkeeping LLC's Balanced Bookkeeping LLC 401(k) Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Marcus Bowie signed Balanced Bookkeeping LLC's 2025 Form 5500 as plan administrator.

Marcus Bowie — 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

Balanced Bookkeeping LLC's EIN is 32-0637287.

EIN 32-0637287

Plan number 001

Plan year 2025

ACK ID 20260323152342NAL0001713153001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Balanced Bookkeeping LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Balanced Bookkeeping LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score