How big is Balanced Books, LLP's plan?

Balanced Books, LLP's plan reported $416K in assets and 12 participants for 2025.

Original filing (PDF)20260417130135NAL0028598498001

Balanced Books, LLP

Name: Balanced Books, LLP — Balanced Books, LLP 401(k), Form 5500 (2025)
Creator: Balanced Books, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balanced Books, LLP 401(k) Plan

401(k) retirement plan · Balanced Books, LLP's Balanced Books, LLP 401(k) Plan held $416K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$416K

Net assets (EOY)

$416K

People on this filing

Crystal Stapleton signed Balanced Books, LLP's 2025 Form 5500 as plan administrator.

Crystal Stapleton — 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

Balanced Books, LLP's EIN is 47-2692760.

EIN 47-2692760

Plan number 001

Plan year 2025

ACK ID 20260417130135NAL0028598498001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Balanced Books, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Balanced Books, LLP'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 BALANCED BOOKS, LLP.

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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