2023 Form 5500 filing — Bound To Stay Bound Books, Inc. 401k Profit Sharing 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 20241014093543NAL0045486496001) for Bound To Stay Bound Books, Inc. 401k Profit Sharing Plan, reported by Bound To Stay Bound Books, Inc. under EIN 37-0439010 and plan number 003. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093543NAL0045486496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bound To Stay Bound Books, Inc.
- EIN
- 37-0439010
- Plan number
- 003
- Location
- Jacksonville, IL
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,087,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,087,765
- Employer contributions
- $97,000
- Participant contributions
- $243,745
- Total income / additions
- $3,598,649
- Benefits paid
- $2,023,369
- Administrative expenses
- $2,399
- Total expenses
- $2,025,768
- Net increase / (decrease)
- $1,572,881
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | RECORDKEEPER, INV ADVISO | $1,807 | $0 |