Bibliotheca, LLC 401(K) Plan — Form 5500 plan (Bibliotheca, LLC)
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, Bibliotheca, LLC 401(K) Plan is a benefit plan reported by Bibliotheca, LLC under EIN 38-3837521 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $12,598,984 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bibliotheca, LLC
- EIN
- 38-3837521
- Plan number
- 001
- Plan type
- 2
- Location
- Norcross, GA
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $12,598,984
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20240809124727NAL0003463555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,598,984
- Net assets (EOY)
- $12,598,984
- Net assets (BOY)
- $10,158,108
Income & contributions
- Employer contributions
- $441,155
- Participant contributions
- $1,107,266
- Total contributions
- $1,557,670
- Total income / additions
- $3,489,406
Expenses & distributions
- Benefits paid
- $971,935
- Administrative expenses
- $76,595
- Total expenses
- $1,048,530
- Net increase / (decrease)
- $2,440,876
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMI NISTRATOR | $65,592 | $0 | 2023 |
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $0 | $28,101 | 2023 |
| Pension Financial Services, Inc. | TPA | $11,003 | $5,544 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bibliotheca, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Norcross, GA
- Principal Life Insurance Company — Schedule C compensation
- Cambridge Investment Research Advis — Schedule C compensation
- Pension Financial Services, Inc. — Schedule C compensation