A Beka Book, Inc. 401(K) Retirement Plan — Form 5500 plan (A Beka Book, 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, A Beka Book, Inc. 401(K) Retirement Plan is a benefit plan reported by A Beka Book, Inc. under EIN 59-3391229 and plan number 004. The latest loaded filing year is 2023. The filing reports 313 participants and $17,051,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A Beka Book, Inc.
- EIN
- 59-3391229
- Plan number
- 004
- Plan type
- 2
- Location
- Pensacola, FL
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $17,051,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20241015140649NAL0016579843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,051,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,051,261
- Net assets (BOY)
- $14,429,250
Income & contributions
- Employer contributions
- $454,453
- Participant contributions
- $657,689
- Total contributions
- $1,171,293
- Total income / additions
- $3,204,777
Expenses & distributions
- Benefits paid
- $988,684
- Administrative expenses
- $30,220
- Total expenses
- $1,018,904
- Net increase / (decrease)
- $2,185,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $19,038 | $0 | 2023 |
| Carr, Riggs, Ingram, LLC | AUDITOR | $8,100 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $7,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $787 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A Beka Book, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pensacola, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Carr, Riggs, Ingram, LLC — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation