Original filing (PDF)20250915135800NAL0002523042001

FANNING BOOKKEEPING SERVICES

Name: FANNING BOOKKEEPING SERVICES — FANNING BOOKKEEPING SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: FANNING BOOKKEEPING SERVICES

Form 5500-SF

FILING_RECEIVED

FANNING BOOKKEEPING SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

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.

Decision-maker contacts

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

Plan sponsor

Name

FANNING BOOKKEEPING SERVICES

EIN

85-4077242all filings

Address

5 WERNER AVENUE · HALEDON, NJ · 07508

Phone

(973) 896-8254

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

GRUPO BALDERAS INC

GRUPO BALDERAS IN 401(K)

$142K · 5 participants

KRUNCH FINANCE

KRUNCH FINANCE 401(K) PLAN

$142K · 4 participants

FINLOTAX INC

FINLOTAX INC 401(K) PLAN

$142K · 3 participants

ABE CONSULTING SERVICES INS

ABE CONSULTING SERVICES 401K

$141K · 4 participants

HART VIDA & PARTNERS LLC

HART VIDA & PARTNERS LLC 401K PLAN

$143K · 12 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.