How big is Balanced Bookkeeping LLC's plan?

Balanced Bookkeeping LLC's plan reported $9K in assets and 5 participants for 2024.

Original filing (PDF)20250611064635NAL0013746003001

Balanced Bookkeeping LLC

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

Form 5500-SF

FILING_RECEIVED

Balanced Bookkeeping LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · Balanced Bookkeeping LLC's Balanced Bookkeeping LLC 401(k) and Profit Sharing Plan held $9K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Nick Rice signed Balanced Bookkeeping LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Balanced Bookkeeping LLC's EIN is 85-0669993.

EIN 85-0669993

Plan number 001

Plan year 2024

ACK ID 20250611064635NAL0013746003001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Balanced 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 BALANCED 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