How big is CHEK Plus Bookkeeping Inc.'s plan?

CHEK Plus Bookkeeping Inc.'s plan reported $18K in assets and 1 participants for 2022.

Original filing (PDF)20231004140903NAL0013495651001

CHEK Plus Bookkeeping Inc.

Name: CHEK Plus Bookkeeping Inc. — Form 5500 (2022)
Creator: CHEK Plus Bookkeeping Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · CHEK Plus Bookkeeping Inc. held $18K in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Kimberley Massa signed CHEK Plus Bookkeeping Inc.'s 2022 Form 5500 as plan administrator.

Kimberley Massa — 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

CHEK Plus Bookkeeping Inc.'s EIN is 81-2499066.

EIN 81-2499066

Plan number 001

Plan year 2022

ACK ID 20231004140903NAL0013495651001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for CHEK Plus Bookkeeping Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CHEK PLUS BOOKKEEPING INC

EIN

all filings

Address

1398 VIA VISTA · FALLBROOK, CA · 920283739

Phone

(949) 584-5104

Industry

Professional & Technical Services

Plan administrator

Name

KIMBERLEY MASSA

EIN

81-2499066

City

FALLBROOK, CA

Phone

(949) 584-5104

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-04

Pension benefit codes

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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