How big is Bernard Bookkeeping Services Inc.'s plan?

Bernard Bookkeeping Services Inc.'s plan reported $17K in assets and 2 participants for 2024.

Original filing (PDF)20250527200118NAL0016673026001

Bernard Bookkeeping Services Inc.

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

Form 5500-SF

FILING_RECEIVED

Bernard Bookkeeping Services Inc. 401(k) With Profit Sharing

401(k) retirement plan · Bernard Bookkeeping Services Inc.'s Bernard Bookkeeping Services Inc. 401(k) With Profit Sharing held $17K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

People on this filing

Patricia Bernard signed Bernard Bookkeeping Services Inc.'s 2024 Form 5500 as plan administrator.

Patricia Bernard — 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

Bernard Bookkeeping Services Inc.'s EIN is 88-3333119.

EIN 88-3333119

Plan number 001

Plan year 2024

ACK ID 20250527200118NAL0016673026001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off