Original filing (PDF)20251015091955NAL0005643920001

BOOKKEEPING SERVICES

Name: BOOKKEEPING SERVICES — BOOKKEEPING SERVICES CO. 401K RETIREMENT PLAN, Form 5500 (2024)
Creator: BOOKKEEPING SERVICES

Form 5500-SF

FILING_RECEIVED

BOOKKEEPING SERVICES CO. 401K RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

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 BOOKKEEPING SERVICES.

Plan sponsor

Name

BOOKKEEPING SERVICES

EIN

75-0842935

Address

2025 WALL STREET · SUITE A · GARLAND, TX · 75041

Phone

(214) 748-2895

Industry

Finance & Insurancesee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

WILSHIRE QUINN CAPITAL, INC.

WILSHIRE QUINN CAPITAL PROFIT SHARING PLAN

$588K · 6 participants

WAGNER FINANCIAL SERVICES INC.

WAGNER FINANCIAL 401(K) PLAN

$591K · 14 participants

AREA HOME LENDING, LLC

AREA HOME LENDING 401(K) P/S PLAN

$565K · 10 participants

COURTESY FINANCE LLC

COURTESY FINANCE LLC 401(K) PLAN

$598K · 25 participants

BRIDGE CAPITAL, LLC

BRIDGE CAPITAL, LLC 401(K) RETIREMENT SAVINGS PLAN

$603K · 15 participants