How big is Banks Accountancy LLC's plan?

Banks Accountancy LLC's plan reported $261K in assets and 4 participants for 2025.

Original filing (PDF)20260423220617NAL0011286226066

Banks Accountancy LLC

Name: Banks Accountancy LLC — Banks Accountancy 401(k), Form 5500 (2025)
Creator: Banks Accountancy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Banks Accountancy 401(k) Plan

401(k) retirement plan · Banks Accountancy LLC's Banks Accountancy 401(k) Plan held $261K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$261K

Net assets (EOY)

$261K

Plan identifiers

Banks Accountancy LLC's EIN is 82-1884051.

EIN 82-1884051

Plan number 001

Plan year 2025

ACK ID 20260423220617NAL0011286226066

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Banks Accountancy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Banks Accountancy LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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