Original filing (PDF)20251013102710NAL0000477091001

HARVEY A. BOOKSTEIN, AN ACCOUNTANCY CORPORATION

Name: HARVEY A. BOOKSTEIN, AN ACCOUNTANCY CORPORATION — HARVEY A. BOOKSTEIN, AN ACCOUNTANCY CORPORATION MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: HARVEY A. BOOKSTEIN, AN ACCOUNTANCY CORPORATION

Form 5500-SF

FILING_RECEIVED

HARVEY A. BOOKSTEIN, AN ACCOUNTANCY CORPORATION MONEY PURCHASE PENSION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARVEY A. BOOKSTEIN, AN ACCOUNTANCY CORPORATION.

Plan sponsor

Name

HARVEY A. BOOKSTEIN, AN ACCOUNTANCY CORPORATION

EIN

45-3788397

Address

16060 VENTURA BLVD · SUITE 110 - PMB 189 · ENCINO, CA · 91436

Phone

(310) 774-0871

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2C · Money purchase (other than target benefit)

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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