2023 Form 5500 filing — Low Book Sales 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 20241015225100NAL0050031648001) for Low Book Sales 401(K) Plan, reported by Low Book Sales under EIN 86-0869432 and plan number 002. It reports 109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015225100NAL0050031648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Low Book Sales
- EIN
- 86-0869432
- Plan number
- 002
- Location
- Lindon, UT
- Participants
- 109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,098,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,098,515
- Employer contributions
- $19,916
- Participant contributions
- $119,968
- Total income / additions
- $497,235
- Benefits paid
- $310,838
- Administrative expenses
- $16,247
- Total expenses
- $330,898
- Net increase / (decrease)
- $166,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $10,409 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $5,836 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |