Bound To Stay Bound Books, Inc. 401k Profit Sharing Plan — Form 5500 plan (Bound To Stay Bound Books, Inc.)

Plain-English plan 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, Bound To Stay Bound Books, Inc. 401k Profit Sharing Plan is a benefit plan reported by Bound To Stay Bound Books, Inc. under EIN 37-0439010 and plan number 003. The latest loaded filing year is 2023. The filing reports 135 participants and $26,087,765 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bound To Stay Bound Books, Inc.
EIN
37-0439010
Plan number
003
Plan type
2
Location
Jacksonville, IL
Latest filing year
2023
Participants
135
End-of-year plan assets
$26,087,765

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20241014093543NAL0045486496001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,087,765
Total liabilities (EOY)
$0
Net assets (EOY)
$26,087,765
Net assets (BOY)
$24,514,884

Income & contributions

Employer contributions
$97,000
Participant contributions
$243,745
Total contributions
$340,745
Total income / additions
$3,598,649

Expenses & distributions

Benefits paid
$2,023,369
Administrative expenses
$2,399
Total expenses
$2,025,768
Net increase / (decrease)
$1,572,881

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCRECORDKEEPER, INV ADVISO$1,807$02023

Related Form 5500 pages