Books Inc. — 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, Books Inc. (EIN 94-1033949) is a plan sponsor located in San Leandro, CA 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
94-1033949
Location
San Leandro, CA
Loaded plans
1
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 Books Inc.

  • 1 loaded plans hold $4.4M in reported assets.
  • The largest, Books Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 157 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.4MSummed across loaded plans$4,350,921
Total reported assets$4.4M$4,350,921
Total reported participants157
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.4M total assets
Net assets$4.4MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$234.9K
Total income / additions$818.8K
Expenses & distributions
Benefits paid / distributions$284.4K
Total expenses$297.4K
Net increase / (decrease)$521.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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 assets100%Books Inc. 401(K) Plan
Participants per plan157Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 157 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Books Inc.. Open one for its full reported snapshot.

  1. 2023
    Books Inc. 401(K) Plan157 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Books Inc. report on Form 5500?
Books Inc. (EIN 94-1033949) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Books Inc.?
The Employer Identification Number (EIN) reported for Books Inc. is 94-1033949.
What is the latest Form 5500 filing year for Books Inc.?
The latest loaded Form 5500 filing year for Books Inc. is 2023.

Related Form 5500 pages