Cal BOOK Accounting Systems, Inc. 401(k) Plan

The Cal BOOK Accounting Systems, Inc. 401(k) on its latest Form 5500

Cal BOOK Accounting Systems, Inc. (EIN 20-1509346) reports CAL BOOK ACCOUNTING 401(K) PLAN on its most recent Form 5500, with $470K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Cal BOOK Accounting Systems, Inc. filing — schedules, fees, and providers.

Who runs the Cal BOOK Accounting Systems, Inc. 401(k)?

Cal BOOK Accounting Systems, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Cal BOOK Accounting Systems, Inc.HR for the recordkeeper’s name and login.

How to check your Cal BOOK Accounting Systems, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Cal BOOK Accounting Systems, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).