Original filing (PDF)20251013152457NAL0003359426001

STREAMLINE BUSINESS, INC. D/B/A STREAMLINE ACCOUNTING

Name: STREAMLINE BUSINESS, INC. D/B/A STREAMLINE ACCOUNTING — STREAMLINE ACCOUNTING 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: STREAMLINE BUSINESS, INC. D/B/A STREAMLINE ACCOUNTING

Form 5500-SF

FILING_RECEIVED

STREAMLINE ACCOUNTING 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$325K

Net assets (EOY)

$325K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STREAMLINE BUSINESS, INC. D/B/A STREAMLINE ACCOUNTING.

Plan sponsor

Name

STREAMLINE BUSINESS, INC. D/B/A STREAMLINE ACCOUNTING

EIN

43-1993473all filings

Address

10600 YORK ROAD · SUITE 204 · COCKEYSVILLE, MD · 21030

Phone

(410) 879-3930

Industry

Professional & Technical Servicessee all

Plan administrator