Original filing (PDF)20250918104100NAL0001736883001

TUCKER & BOOKER, INC.

Name: TUCKER & BOOKER, INC. — TUCKER & BOOKER, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TUCKER & BOOKER, INC.

Form 5500-SF

FILING_RECEIVED

TUCKER & BOOKER, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 TUCKER & BOOKER, INC..

Plan sponsor

Name

TUCKER & BOOKER, INC.

EIN

61-1130166

Address

716 EAST MARKET ST. · LOUISVILLE, KY · 40202

Phone

(502) 657-5614

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

2025-09-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2J · 401(k) feature

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

A BAYUS INC. DBA BAYUS DESIGN WORKS

BAYUS DESIGN WORKS 401(K) RETIREMENT SAVINGS PLAN

$1.1M · 7 participants

MCHENRY SHAFFER ARCHITECTURE

MCHENRY SHAFFER ARCHITECTURE 401(K) PLAN

$1.1M · 6 participants

ARCHITECTS IN PARTNERSHIP, LLC

ARCHITECTS IN PARTNERSHIP 401(K) PLAN

$1.1M · 6 participants

BUILDING EVALUATION SERVICES AND TECHNOLOGY

BUILDING EVALUATION 401(K) RETIREMENT PLAN

$1.1M · 11 participants

JILL MENOFF ARCHITECT PC

JILL MENOFF ARCHITECT PC 401(K) PLAN