How big is Educated Bookkeeping's plan?

Educated Bookkeeping's plan reported $25K in assets and 2 participants for 2024.

Original filing (PDF)20250717155222NAL0001037906001

Educated Bookkeeping

Name: Educated Bookkeeping — Educated Bookkeeping 401(k), Form 5500 (2024)
Creator: Educated Bookkeeping
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Educated Bookkeeping 401(k) Plan

401(k) retirement plan · Educated Bookkeeping's Educated Bookkeeping 401(k) Plan held $25K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

People on this filing

Marcus Bowie signed Educated Bookkeeping's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Educated Bookkeeping's EIN is 86-1371739.

EIN 86-1371739

Plan number 001

Plan year 2024

ACK ID 20250717155222NAL0001037906001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Educated Bookkeeping'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 EDUCATED BOOKKEEPING.

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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