How big is Bookkeeping DONE Right LLC's plan?

Bookkeeping DONE Right LLC's plan reported $42K in assets and 4 participants for 2024.

Original filing (PDF)20250611062403NAL0045480962001

Bookkeeping DONE Right LLC

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

Form 5500-SF

FILING_RECEIVED

Bookkeeping DONE Right, LLC 401(k) Plan

401(k) retirement plan · Bookkeeping DONE Right LLC's Bookkeeping DONE Right, LLC 401(k) Plan held $42K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

People on this filing

Shirley Horner signed Bookkeeping DONE Right LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 DONE Right LLC's EIN is 85-1036460.

EIN 85-1036460

Plan number 001

Plan year 2024

ACK ID 20250611062403NAL0045480962001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bookkeeping DONE Right 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 BOOKKEEPING DONE RIGHT 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