How big is Books Balanced and Beyond Inc.'s plan?

Books Balanced and Beyond Inc.'s plan reported $1.8M in assets and 7 participants for 2025.

Original filing (PDF)20260521162209NAL0005390482001

Books Balanced and Beyond Inc.

Name: Books Balanced and Beyond Inc. — Books Balanced and, Form 5500 (2025)
Creator: Books Balanced and Beyond Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Books Balanced and Beyond Inc. 401(k) PSP Trust

401(k) retirement plan · Books Balanced and Beyond Inc.'s Books Balanced and Beyond Inc. 401(k) PSP Trust held $1.8M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

KAT Pephens signed Books Balanced and Beyond Inc.'s 2025 Form 5500 as plan administrator.

KAT Pephens — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Books Balanced and Beyond Inc.'s EIN is 45-5290603.

EIN 45-5290603

Plan number 001

Plan year 2025

ACK ID 20260521162209NAL0005390482001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Books Balanced and Beyond Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Books Balanced and Beyond Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOOKS BALANCED AND BEYOND INC.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score