How big is J.K. Bookkeeping Service's plan?

J.K. Bookkeeping Service's plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20251014195707NAL0007320162001

J.K. Bookkeeping Service

Name: J.K. Bookkeeping Service — J.K. Bookkeeping Service, Form 5500 (2024)
Creator: J.K. Bookkeeping Service
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.K. Bookkeeping Service 401(k) Plan

401(k) retirement plan · J.K. Bookkeeping Service's J.K. Bookkeeping Service 401(k) Plan held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

J.K. Bookkeeping Service's EIN is 33-0042908.

EIN 33-0042908

Plan number 001

Plan year 2024

ACK ID 20251014195707NAL0007320162001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J.K. Bookkeeping Service from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J.K. Bookkeeping Service's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

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 (86th percentile).

Plan sponsor

Name

J.K. BOOKKEEPING SERVICE

EIN

all filings

Address

20381 LAKE FOREST DR., SUITE B-7 · LAKE FOREST, CA · 92630

Phone

(949) 305-6218

Industry

Professional & Technical Services

Plan administrator