How big is Bookkeeping Services' plan?

Bookkeeping Services' plan reported $580K in assets and 14 participants for 2024.

Original filing (PDF)20251015091955NAL0005643920001

Bookkeeping Services

Name: Bookkeeping Services — Bookkeeping Services Co., Form 5500 (2024)
Creator: Bookkeeping Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bookkeeping Services Co. 401(k) Retirement Plan

401(k) retirement plan · Bookkeeping Services' Bookkeeping Services Co. 401(k) Retirement Plan held $580K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

People on this filing

Jonathan a Moore signed Bookkeeping Services' 2024 Form 5500 as plan administrator.

Jonathan a Moore — 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

Bookkeeping Services' EIN is 75-0842935.

EIN 75-0842935

Plan number 001

Plan year 2024

ACK ID 20251015091955NAL0005643920001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bookkeeping Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bookkeeping Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOOKKEEPING SERVICES.

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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