How big is By the Books Bookkeeping LLC's plan?

By the Books Bookkeeping LLC's plan reported $14K in assets and 1 participants for 2024.

Original filing (PDF)20251009154836NAL0011794320001

By the Books Bookkeeping LLC

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

Form 5500-SF

FILING_RECEIVED

By the Books Bookkeeping LLC 401(k) Plan

401(k) retirement plan · By the Books Bookkeeping LLC's By the Books Bookkeeping LLC 401(k) Plan held $14K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Richard Tatum signed By the Books Bookkeeping LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

By the Books Bookkeeping LLC's EIN is 87-3803384.

EIN 87-3803384

Plan number 001

Plan year 2024

ACK ID 20251009154836NAL0011794320001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

By the Books Bookkeeping 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 BY THE BOOKS BOOKKEEPING LLC.

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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