2023 Form 5500 filing — Chronicle Books Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240820151651NAL0001810563001) for Chronicle Books Retirement Plan, reported by Chronicle Books, LLC under EIN 94-3347649 and plan number 001. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$57.2MReported net assets$57,242,265
Participants400
Provider compensation$78.4K2 Schedule C row(s)$78,429
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240820151651NAL0001810563001
Plan sponsor
Chronicle Books, LLC
EIN
94-3347649
Plan number
001
Location
San Francisco, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$57.2M total assets
Net assets$57.2MLiabilities$0
Money in vs. money out
Total income / additions$11.8M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$791.8K
Participant$2.1M
Full reported line items
Total assets (EOY)
$57,242,265
Total liabilities (EOY)
$0
Net assets (EOY)
$57,242,265
Employer contributions
$791,812
Participant contributions
$2,124,540
Total income / additions
$11,775,425
Benefits paid
$1,411,649
Administrative expenses
$81,770
Total expenses
$1,519,416
Net increase / (decrease)
$10,256,009
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $40K
  2. 2
    RECORDKEEPER · Direct $38.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240820151651NAL0001810563001 cover?
It is the 2023 Form 5500 filing for Chronicle Books Retirement Plan, reported by Chronicle Books, LLC (EIN 94-3347649).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages