· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SIMPLIFIED BOOKKEEPING & TAX SER — SIMPLIFIED BOOKKEEPING & TAX SERVICE 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250611155641NAL0027400768001
SIMPLIFIED BOOKKEEPING & TAX SER
Form 5500-SF
FILING_RECEIVED
SIMPLIFIED BOOKKEEPING & TAX SERVICE 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
28
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SIMPLIFIED BOOKKEEPING & TAX SER
.
Find decision makers
Plan sponsor
Name
SIMPLIFIED BOOKKEEPING & TAX SER
EIN
38-1812127
Address
1120 KEYSTONE AVE · LANSING, MI · 48911
Phone
(517) 882-2441
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
OCCPA, LLC.
OCCPA LLC 401(K) PROFIT SHARING PLAN
$3.9M · 24 participants
VANDER PLOEG, BERGAKKER & ASSOCIATES
VANDER PLOEG, BERGAKKER & ASSOCIATES 401(K) PROFIT SHARING PLAN
$3.9M · 18 participants
RYAN BREEDYK & ASSOCIATES, LLC
RYAN BREEDYK & ASSOCIATES 401(K) PLAN
$3.9M · 15 participants
COMMUNITY CPA AND ASSOCIATES INC.
COMMUNITY CPA AND ASSOCIATES INC. CASH BALANCE PLAN
$4.0M · 26 participants
S.F. FISER & COMPANY, P.A.
S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.9M · 13 participants
GRAGG & GRAGG, LLP
GRAGG & GRAGG, LLP 401(K) PROFIT SHARING PLAN
$4.0M · 9 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
