How big is Walston Bookkeeping LLC's plan?

Walston Bookkeeping LLC's plan reported $13K in assets and 5 participants for 2025.

Original filing (PDF)20260303152944NAL0006055650001

Walston Bookkeeping LLC

Name: Walston Bookkeeping LLC — Walston Bookkeeping LLC, Form 5500 (2025)
Creator: Walston Bookkeeping LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walston Bookkeeping LLC 401(k) Plan

401(k) retirement plan · Walston Bookkeeping LLC's Walston Bookkeeping LLC 401(k) Plan held $13K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Jeffery Walston signed Walston Bookkeeping LLC's 2025 Form 5500 as plan administrator.

Jeffery Walston — 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

Walston Bookkeeping LLC's EIN is 92-1863249.

EIN 92-1863249

Plan number 001

Plan year 2025

ACK ID 20260303152944NAL0006055650001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Walston Bookkeeping LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Walston Bookkeeping LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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