How big is Priority 1 Bookkeeping LLC's plan?

Priority 1 Bookkeeping LLC's plan reported $629K in assets and 1 participants for 2024.

Original filing (PDF)20251013092944NAL0002226146001

Priority 1 Bookkeeping LLC

Name: Priority 1 Bookkeeping LLC — Priority 1 Bookkeeping, Form 5500 (2024)
Creator: Priority 1 Bookkeeping LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Priority 1 Bookkeeping LLC 401(k) Plan

401(k) retirement plan · Priority 1 Bookkeeping LLC's Priority 1 Bookkeeping LLC 401(k) Plan held $629K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$629K

Net assets (EOY)

$629K

People on this filing

Janet Wolfley signed Priority 1 Bookkeeping LLC's 2024 Form 5500 as plan administrator.

Janet Wolfley — 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

Priority 1 Bookkeeping LLC's EIN is 84-3571423.

EIN 84-3571423

Plan number 001

Plan year 2024

ACK ID 20251013092944NAL0002226146001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Priority 1 Bookkeeping LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Priority 1 Bookkeeping LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRIORITY 1 BOOKKEEPING LLC.

Finding similar companies…

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.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

PRIORITY 1 BOOKKEEPING LLC

EIN

all filings

Address

106 QUARTERHORSE DRIVE · BELLEVUE, ID · 83313

Phone

(208) 720-7720

Industry

Professional & Technical Services

Plan administrator