How big is Bookkeeping Plus, Inc.'s plan?

Bookkeeping Plus, Inc.'s plan reported $3.3M in assets and 24 participants for 2025.

Original filing (PDF)20260316151548NAL0001228625001

Bookkeeping Plus, Inc.

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

Form 5500-SF

FILING_RECEIVED

Bookkeeping Plus, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Bookkeeping Plus, Inc.'s Bookkeeping Plus, Inc. 401(k) Profit Sharing Plan held $3.3M in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Bookkeeping Plus, Inc.'s EIN is 35-2035043.

EIN 35-2035043

Plan number 001

Plan year 2025

ACK ID 20260316151548NAL0001228625001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Bookkeeping Plus, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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