Books Inc. 401(K) Plan — Form 5500 plan (Books 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, Books Inc. 401(K) Plan is a benefit plan reported by Books Inc. under EIN 94-1033949 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $4,350,921 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.4MPlan net assets, end of year$4,350,921
Participants157Covered participants reported
Assets / participant$27.7KComputed: assets ÷ participants$27,713 (computed)
Provider compensation$11.7K3 Schedule C provider row(s)$11,680
- Plan sponsor
- Books Inc.
- EIN
- 94-1033949
- Plan number
- 001
- Plan type
- 2
- Location
- San Leandro, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241010101324NAL0011364771001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.4M total assets
Net assets$4.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,350,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,350,921
- Net assets (BOY)
- $3,829,511
Income & contributions
- Participant contributions
- $234,855
- Total contributions
- $234,855
- Total income / additions
- $818,806
Expenses & distributions
- Benefits paid
- $284,403
- Administrative expenses
- $11,680
- Total expenses
- $297,396
- Net increase / (decrease)
- $521,410
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Invest. Research Advisors | INVESTMENT/FINANCIAL ADVI | $10,059 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,621 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |