How big is Bookkeeping Tucson LLC's plan?

Bookkeeping Tucson LLC's plan reported $173K in assets and 4 participants for 2025.

Original filing (PDF)20260518203651NAL0000435121001

Bookkeeping Tucson LLC

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

Form 5500-SF

FILING_RECEIVED

Bookkeeping Tucson 401(k) Plan

401(k) retirement plan · Bookkeeping Tucson LLC's Bookkeeping Tucson 401(k) Plan held $173K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$173K

Net assets (EOY)

$173K

People on this filing

Lance Martin signed Bookkeeping Tucson LLC's 2025 Form 5500 as plan administrator.

Lance Martin — 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 Tucson LLC's EIN is 84-2431316.

EIN 84-2431316

Plan number 001

Plan year 2025

ACK ID 20260518203651NAL0000435121001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Bookkeeping Tucson LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 TUCSON 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