How big is Carry on Bookkeeping, LLC's plan?

Carry on Bookkeeping, LLC's plan reported $27K in assets and 6 participants for 2025.

Original filing (PDF)20260430220729NAL0000470993071

Carry on Bookkeeping, LLC

Name: Carry on Bookkeeping, LLC — Carry on Bookkeeping, Form 5500 (2025)
Creator: Carry on Bookkeeping, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carry on Bookkeeping 401(k) Plan

401(k) retirement plan · Carry on Bookkeeping, LLC's Carry on Bookkeeping 401(k) Plan held $27K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

Plan identifiers

Carry on Bookkeeping, LLC's EIN is 83-4445233.

EIN 83-4445233

Plan number 001

Plan year 2025

ACK ID 20260430220729NAL0000470993071

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carry on Bookkeeping, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carry on Bookkeeping, 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 CARRY ON BOOKKEEPING, 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