Original filing (PDF)20250412220456NAL0039651776073

UNIVERSAL BOOKKEEPER, INC.

Name: UNIVERSAL BOOKKEEPER, INC. — UNIVERSAL BOOKKEEPER 401(K) PLAN, Form 5500 (2024)
Creator: UNIVERSAL BOOKKEEPER, INC.

Form 5500-SF

FILING_RECEIVED

UNIVERSAL BOOKKEEPER 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$231K

Net assets (EOY)

$231K

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 UNIVERSAL BOOKKEEPER, INC..

Plan sponsor

Name

UNIVERSAL BOOKKEEPER, INC.

EIN

47-4711989

Address

14 GENESEE STREET · NEW HARTFORD, NY · 13413

Phone

(315) 790-5045

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

PARAGON TAX AND ACCOUNTING INC

PARAGON TAX AND ACCOUNTING INC 401(K) PROFIT SHARING PLAN & TRUST

$231K · 9 participants

AVL BUSINESS SOLUTIONS, INC.

PLATINUM GROUP 401(K) PLAN

$231K · 13 participants

CLINICAL RESEARCH BILLING, INC.

CLINICAL RESEARCH BILLING 401(K) PLAN

$231K · 14 participants

MYCPA ACCOUNTING AND ADVISORY

MYCPA ACCOUNTING AND ADVISORY 401(K) PROFIT SHARING PLAN & TRUST

$231K · 9 participants

AVANCE PROFESSIONAL SERVICES