How big is PLUM Logic LLC DBA Bookkeeper360's plan?

PLUM Logic LLC DBA Bookkeeper360's plan reported $1.7M in assets and 26 participants for 2024.

Original filing (PDF)20251009154745NAL0011792608001

PLUM Logic LLC DBA Bookkeeper360

Name: PLUM Logic LLC DBA Bookkeeper360 — Bookkeeper360, Form 5500 (2024)
Creator: PLUM Logic LLC DBA Bookkeeper360
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bookkeeper360 401(k) Plan

401(k) retirement plan · PLUM Logic LLC DBA Bookkeeper360's Bookkeeper360 401(k) Plan held $1.7M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Richard Tatum signed PLUM Logic LLC DBA Bookkeeper360's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PLUM Logic LLC DBA Bookkeeper360's EIN is 46-1573071.

EIN 46-1573071

Plan number 001

Plan year 2024

ACK ID 20251009154745NAL0011792608001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PLUM Logic LLC DBA Bookkeeper360 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PLUM Logic LLC DBA Bookkeeper360's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLUM LOGIC LLC DBA BOOKKEEPER360.

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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