# Bookkeeping & Strategic Planning INC DC Plan
Source: https://planprovider.pro/companies/bookkeeping-strategic-planning-inc-plan

> Bookkeeping & Strategic Planning INC's DC plan: 1 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Bookkeeping & Strategic Planning INC

- **Sponsor EIN:** 822875599

- **Sponsor Address:** 223 TORREY BLOOM LOOP, CONROE, TX, 773042294

- **Plan Type:** DC

- **Total Participants:** 1

- **Total Assets:** $816,208

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|1|$816,208|$0|$0|

| 2022|1|$652,532|$0|$0|

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