Original filing (PDF)20241015145702NAL0050033552001

VALENTINE TAX AND BOOKKEEPING SERVICE, P.C.

Name: VALENTINE TAX AND BOOKKEEPING SERVICE, P.C. — VALENTINE TAX AND BOOKKEEPING SERVICE, P.C. SOLO 401(K) PLAN, Form 5500 (2023)
Creator: VALENTINE TAX AND BOOKKEEPING SERVICE, P.C.

Form 5500-SF

FILING_RECEIVED

VALENTINE TAX AND BOOKKEEPING SERVICE, P.C. SOLO 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALENTINE TAX AND BOOKKEEPING SERVICE, P.C..

Plan sponsor

Name

VALENTINE TAX AND BOOKKEEPING SERVICE, P.C.

EIN

45-0901314all filings

Address

151 BUSINESS CENTER LOOP STE A · KALISPELL, MT · 59901

Phone

(406) 871-0720

Industry

Professional & Technical Servicessee all

Plan administrator