How big is Anchor Bookkeeping Inc.'s plan?

Anchor Bookkeeping Inc.'s plan reported $26K in assets and 4 participants for 2024.

Original filing (PDF)20250619131256NAL0004634832001

Anchor Bookkeeping Inc.

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

Form 5500-SF

FILING_RECEIVED

Anchor Bookkeeping Inc. 401(k) P/S Plan

401(k) retirement plan · Anchor Bookkeeping Inc.'s Anchor Bookkeeping Inc. 401(k) P/S Plan held $26K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

Jenny Rodriguez signed Anchor Bookkeeping Inc.'s 2024 Form 5500 as plan administrator.

Jenny Rodriguez — 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

Anchor Bookkeeping Inc.'s EIN is 85-4241566.

EIN 85-4241566

Plan number 001

Plan year 2024

ACK ID 20250619131256NAL0004634832001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anchor Bookkeeping Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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