Plan5500

Karen M Burns Dba Books And People — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Karen M Burns Dba Books And People (EIN 04-3218347) is a plan sponsor located in Barre, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-3218347
Location
Barre, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Karen M Burns Dba Books And People

  • 2 loaded plans hold $28.3K in reported assets.
  • The largest, Karen M Burns - Books And People Ps Keough, holds 60% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.3KSummed across loaded plans$28,260
Total reported assets$28.3K$28,260
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.3K total assets
Net assets$28.3KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$3.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$3.5K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets60%Karen M Burns - Books And People Ps Keough
Participants per plan1Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Karen M Burns - Books And People Ps Keough$17K
    Plan #001 · 1 participants · 2023
  2. 2
    Karen M Burns - Books And People Mp Keough$11.3K
    Plan #002 · 1 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Karen M Burns Dba Books And People. Open one for its full reported snapshot.

  1. 2023
    Karen M Burns - Books And People Ps Keough1 participants · 2Sch I
    View filing →
  2. 2023
    Karen M Burns - Books And People Mp Keough1 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Karen M Burns Dba Books And People report on Form 5500?
Karen M Burns Dba Books And People (EIN 04-3218347) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Karen M Burns Dba Books And People?
The Employer Identification Number (EIN) reported for Karen M Burns Dba Books And People is 04-3218347.
What is the latest Form 5500 filing year for Karen M Burns Dba Books And People?
The latest loaded Form 5500 filing year for Karen M Burns Dba Books And People is 2023.

Related Form 5500 pages