· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ADVANCE TAX & BOOKKEEPING SERVICE, INC. — ADVANCE TAX & BOOKKEEPING SERVICE, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002184629NAL0000477923001
ADVANCE TAX & BOOKKEEPING SERVICE, INC.
Form 5500-SF
FILING_RECEIVED
ADVANCE TAX & BOOKKEEPING SERVICE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
15
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ADVANCE TAX & BOOKKEEPING SERVICE, INC.
.
Find decision makers
Plan sponsor
Name
ADVANCE TAX & BOOKKEEPING SERVICE, INC.
EIN
95-4369941
Address
1101 E. GARVEY AVE., #208 · MONTEREY PARK, CA · 917550000
Phone
(626) 288-7810
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
ANSPACH FINANCIAL GROUP INC
ANSPACH FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
$2.6M · 4 participants
DE SANCTIS & COMPANY, PA
DE SANCTIS & COMPANY, PA 401(K) PROFIT SHARING PLAN
$2.6M · 9 participants
LOTHAMER TAX RESOLUTION, INC.
LOTHAMER TAX RESOLUTION, INC. 401(K) PLAN
$2.6M · 18 participants
THOMAS A. GEISLER & CO., PC
THOMAS A. GEISLER & CO., PC CASH BALANCE PENSION PLAN
$2.6M · 7 participants
FERRARO, AMODIO & ASSOCIATES, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
FERRARO, AMODIO & ZARECKI CPAS 401(K) PLAN
$2.6M · 13 participants
RGP LLP
RGP LLP 401(K) SAVINGS PLAN
$2.6M · 18 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
