2023 Form 5500 filing — Books Inc. 401(K) 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 20241010101324NAL0011364771001) for Books Inc. 401(K) Plan, reported by Books Inc. under EIN 94-1033949 and plan number 001. It reports 157 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)$4.4MReported net assets$4,350,921
Participants157
Provider compensation$11.7K3 Schedule C row(s)$11,680
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010101324NAL0011364771001
Plan sponsor
Books Inc.
EIN
94-1033949
Plan number
001
Location
San Leandro, 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)$4.4M total assets
Net assets$4.4MLiabilities$0
Money in vs. money out
Total income / additions$818.8K
Total expenses$297.4K
Benefits paid / distributions$284.4K
Contributions
EmployerNot reported
Participant$234.9K
Full reported line items
Total assets (EOY)
$4,350,921
Total liabilities (EOY)
$0
Net assets (EOY)
$4,350,921
Participant contributions
$234,855
Total income / additions
$818,806
Benefits paid
$284,403
Administrative expenses
$11,680
Total expenses
$297,396
Net increase / (decrease)
$521,410
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $10.1K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $1.6K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010101324NAL0011364771001 cover?
It is the 2023 Form 5500 filing for Books Inc. 401(K) Plan, reported by Books Inc. (EIN 94-1033949).
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