Texas Book Company Savings And Profit Sharing Plan — Form 5500 plan (Texas Book Company)
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, Texas Book Company Savings And Profit Sharing Plan is a benefit plan reported by Texas Book Company under EIN 75-1502678 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $6,644,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Book Company
- EIN
- 75-1502678
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, TX
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $6,644,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241002155129NAL0008575681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,644,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,644,674
- Net assets (BOY)
- $5,815,353
Income & contributions
- Participant contributions
- $191,604
- Total contributions
- $191,604
- Total income / additions
- $1,090,585
Expenses & distributions
- Benefits paid
- $256,913
- Administrative expenses
- $2,346
- Total expenses
- $261,264
- Net increase / (decrease)
- $829,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,345 | $0 | 2023 |