How big is Fanning Bookkeeping Services' plan?

Fanning Bookkeeping Services' plan reported $142K in assets and 2 participants for 2024.

Original filing (PDF)20250915135800NAL0002523042001

Fanning Bookkeeping Services

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

Form 5500-SF

FILING_RECEIVED

Fanning Bookkeeping Services 401(k) Plan

401(k) retirement plan · Fanning Bookkeeping Services' Fanning Bookkeeping Services 401(k) Plan held $142K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

Plan identifiers

Fanning Bookkeeping Services' EIN is 85-4077242.

EIN 85-4077242

Plan number 001

Plan year 2024

ACK ID 20250915135800NAL0002523042001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fanning Bookkeeping Services' 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 FANNING BOOKKEEPING SERVICES.

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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