Low Book Sales 401(K) Plan — Form 5500 plan (Low Book Sales)
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, Low Book Sales 401(K) Plan is a benefit plan reported by Low Book Sales under EIN 86-0869432 and plan number 002. The latest loaded filing year is 2023. The filing reports 109 participants and $2,098,515 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Low Book Sales
- EIN
- 86-0869432
- Plan number
- 002
- Plan type
- 2
- Location
- Lindon, UT
- Latest filing year
- 2023
- Participants
- 109
- End-of-year plan assets
- $2,098,515
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109 | H, C | 20241015225100NAL0050031648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,098,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,098,515
- Net assets (BOY)
- $1,932,178
Income & contributions
- Employer contributions
- $19,916
- Participant contributions
- $119,968
- Total contributions
- $139,884
- Total income / additions
- $497,235
Expenses & distributions
- Benefits paid
- $310,838
- Administrative expenses
- $16,247
- Total expenses
- $330,898
- Net increase / (decrease)
- $166,337
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $10,409 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $5,836 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |