How big is Precision Bookkeeping's plan?

Precision Bookkeeping's plan reported $615K in assets and 2 participants for 2024.

Original filing (PDF)20250625113721NAL0008075841001

Precision Bookkeeping

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

Form 5500-SF

FILING_RECEIVED

Precision Bookkeeping Retirement Plan

401(k) retirement plan · Precision Bookkeeping's Precision Bookkeeping Retirement Plan held $615K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$615K

Net assets (EOY)

$615K

Plan identifiers

Precision Bookkeeping's EIN is 90-1185551.

EIN 90-1185551

Plan number 001

Plan year 2024

ACK ID 20250625113721NAL0008075841001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Precision Bookkeeping's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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