Original filing (PDF)20250512221555NAL0011646563008

2BOOK, INC.

Name: 2BOOK, INC. — 2BOOK 401(K) PLAN, Form 5500 (2023)
Creator: 2BOOK, INC.

Form 5500-SF

FILING_RECEIVED

2BOOK 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 7.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 2BOOK, INC..

Plan sponsor

Name

2BOOK, INC.

EIN

45-2358552

Address

PO BOX 1287 · MT PLEASANT, SC · 29465

Phone

(843) 352-2026

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-05

Filed

2025-05-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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