Bookkeeping & Strategic Planning Inc.
Plan context: Bookkeeping & Strategic Planning Inc. Retirement Plan
EIN 82-2875599 • Conroe, TX • 7 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$816,208
2023 Contributions
$100,581
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $816,208 | $0 | - |
| Bookkeeping & Strategic Planning Inc. Retirement Plan | - | 1 | $816,208 | - | - |
| 2022 | 1 | 1 | $652,532 | $0 | - |
| Bookkeeping & Strategic Planning Inc. Retirement Plan | - | 1 | $652,532 | - | - |
| 2021 | 1 | 1 | $361,904 | $0 | - |
| Bookkeeping & Strategic Planning Inc. Retirement Plan | - | 1 | $361,904 | - | - |
| 2020 | 1 | 1 | $186,027 | $0 | - |
| Bookkeeping & Strategic Planning Inc. Retirement Plan | - | 1 | $186,027 | - | - |
| 2019 | 1 | 1 | $103,901 | $0 | - |
| Bookkeeping & Strategic Planning Inc. Retirement Plan | - | 1 | $103,901 | - | - |
| 2018 | 1 | 1 | $103,901 | $0 | - |
| Bookkeeping & Strategic Planning Inc. Retirement Plan | - | 1 | $103,901 | - | - |
| 2017 | 1 | 1 | $100,581 | $100,581 | $100,581iApproximate average salary by contribution assumption: employee only about $2,514,525 at 4% or $1,676,350 at 6%; with 50% employer match about $1,676,350 at 4% or $1,117,567 at 6%; with 100% employer match about $1,257,263 at 4% or $838,175 at 6%. |
| Bookkeeping & Strategic Planning Inc. Retirement Plan | - | 1 | $100,581 | $100,581 | $100,581iApproximate average salary by contribution assumption: employee only about $2,514,525 at 4% or $1,676,350 at 6%; with 50% employer match about $1,676,350 at 4% or $1,117,567 at 6%; with 100% employer match about $1,257,263 at 4% or $838,175 at 6%. |