401k Plan data: BIBLIOTHECA, LLC 401(K) PLAN plan

BIBLIOTHECA, LLC 401(K) PLAN 401k Plan overview

Plan Name	BIBLIOTHECA, LLC 401(K) PLAN
Plan identification number	001

BIBLIOTHECA, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BIBLIOTHECA, LLC has sponsored the creation of one or more 401k plans.

Company Name: BIBLIOTHECA, LLC

Employer identification number (EIN): 383837521

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about BIBLIOTHECA, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date: 2013-04-19

Company Identification Number: 1819171

Legal Registered Office Address: 3169 HOLCOMB BRIDGE ROAD
SUITE 200
NORCROSS
United States of America (USA)
30071

More information about BIBLIOTHECA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIBLIOTHECA, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DALE BLAKE
001 2016-01-01 ALISON NOLAN 2017-06-16
001 2015-01-01 ALISON NOLAN 2017-01-30
001 2015-01-01 ALISON NOLAN 2016-10-20
001 2014-01-01 ALISON NOLAN 2015-07-21
001 2013-01-01 ALISON NOLAN 2014-06-26
001 2012-01-01 JEFF CAREY 2013-04-12
001 2011-07-01 JEFF CAREY 2012-04-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DALE BLAKE
001	2016-01-01	ALISON NOLAN	2017-06-16
001	2015-01-01	ALISON NOLAN	2017-01-30
001	2015-01-01	ALISON NOLAN	2016-10-20
001	2014-01-01	ALISON NOLAN	2015-07-21
001	2013-01-01	ALISON NOLAN	2014-06-26
001	2012-01-01	JEFF CAREY	2013-04-12
001	2011-07-01	JEFF CAREY	2012-04-11

Plan Statistics for BIBLIOTHECA, LLC 401(K) PLAN

401k plan membership statisitcs for BIBLIOTHECA, LLC 401(K) PLAN

Measure Date Value
2022: BIBLIOTHECA, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 112
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 65
Total of all active and inactive participants 2022-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 180
Number of participants with account balances 2022-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: BIBLIOTHECA, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 111
Number of retired or separated participants receiving benefits 2021-01-01 30
Number of other retired or separated participants entitled to future benefits 2021-01-01 57
Total of all active and inactive participants 2021-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 198
Number of participants with account balances 2021-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BIBLIOTHECA, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 111
Number of retired or separated participants receiving benefits 2020-01-01 16
Number of other retired or separated participants entitled to future benefits 2020-01-01 39
Total of all active and inactive participants 2020-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 166
Number of participants with account balances 2020-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BIBLIOTHECA, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 131
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 151
Number of participants with account balances 2019-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BIBLIOTHECA, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 124
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 147
Number of participants with account balances 2018-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BIBLIOTHECA, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 122
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 144
Number of participants with account balances 2017-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: BIBLIOTHECA, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	112
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	65
Total of all active and inactive participants	2022-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	180
Number of participants with account balances	2022-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: BIBLIOTHECA, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	111
Number of retired or separated participants receiving benefits	2021-01-01	30
Number of other retired or separated participants entitled to future benefits	2021-01-01	57
Total of all active and inactive participants	2021-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	198
Number of participants with account balances	2021-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BIBLIOTHECA, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	111
Number of retired or separated participants receiving benefits	2020-01-01	16
Number of other retired or separated participants entitled to future benefits	2020-01-01	39
Total of all active and inactive participants	2020-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	166
Number of participants with account balances	2020-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BIBLIOTHECA, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	131
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	151
Number of participants with account balances	2019-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BIBLIOTHECA, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	124
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	147
Number of participants with account balances	2018-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BIBLIOTHECA, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	122
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	144
Number of participants with account balances	2017-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on BIBLIOTHECA, LLC 401(K) PLAN

Measure	Date	Value
2022 : BIBLIOTHECA, LLC 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-62,776
Total of all expenses incurred	2022-12-31	$1,057,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$954,787
Expenses. Certain deemed distributions of participant loans	2022-12-31	$33,751
Value of total corrective distributions	2022-12-31	$996
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,978,452
Value of total assets at end of year	2022-12-31	$10,158,108
Value of total assets at beginning of year	2022-12-31	$11,278,433
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$68,015
Total interest from all sources	2022-12-31	$4,069
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$7,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$7,327
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,095,500
Participant contributions at end of year	2022-12-31	$96,633
Participant contributions at beginning of year	2022-12-31	$136,152
Participant contributions at beginning of year	2022-12-31	$391
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$422,730
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,120,325
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,158,108
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,278,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$501,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$556,833
Value of interest in pooled separate accounts at end of year	2022-12-31	$26,688
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$57,265
Interest on participant loans	2022-12-31	$4,069
Value of interest in common/collective trusts at end of year	2022-12-31	$9,532,908
Value of interest in common/collective trusts at beginning of year	2022-12-31	$10,507,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-135,727
Net investment gain/loss from pooled separate accounts	2022-12-31	$-14,454
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,902,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$460,222
Employer contributions (assets) at beginning of year	2022-12-31	$20,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$954,787
Contract administrator fees	2022-12-31	$68,015
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SEAY & WEISSINGER LLC
Accountancy firm EIN	2022-12-31	611663588
2021 : BIBLIOTHECA, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$831,666
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,306,738
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,832,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,754,219
Value of total corrective distributions	2021-12-31	$14,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,838,900
Value of total assets at end of year	2021-12-31	$11,278,433
Value of total assets at beginning of year	2021-12-31	$8,972,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$63,526
Total interest from all sources	2021-12-31	$4,598
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$5,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$5,958
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,120,037
Participant contributions at end of year	2021-12-31	$136,152
Participant contributions at beginning of year	2021-12-31	$83,403
Participant contributions at end of year	2021-12-31	$391
Participant contributions at beginning of year	2021-12-31	$49,041
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$246,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,474,013
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,278,433
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,972,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$556,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$382,338
Value of interest in pooled separate accounts at end of year	2021-12-31	$57,265
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$8,996
Interest on participant loans	2021-12-31	$4,598
Value of interest in common/collective trusts at end of year	2021-12-31	$10,507,710
Value of interest in common/collective trusts at beginning of year	2021-12-31	$8,374,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$97,547
Net investment gain/loss from pooled separate accounts	2021-12-31	$5,144
Net investment gain or loss from common/collective trusts	2021-12-31	$1,354,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$472,475
Employer contributions (assets) at end of year	2021-12-31	$20,082
Employer contributions (assets) at beginning of year	2021-12-31	$74,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,754,219
Contract administrator fees	2021-12-31	$63,526
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LONG & ASSOCIATES, LLC
Accountancy firm EIN	2021-12-31	481273859
2020 : BIBLIOTHECA, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,815,478
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$782,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$729,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,545,922
Value of total assets at end of year	2020-12-31	$8,972,754
Value of total assets at beginning of year	2020-12-31	$6,939,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$53,475
Total interest from all sources	2020-12-31	$8,742
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$23,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$23,909
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,065,100
Participant contributions at end of year	2020-12-31	$83,403
Participant contributions at beginning of year	2020-12-31	$184,140
Participant contributions at end of year	2020-12-31	$49,041
Participant contributions at beginning of year	2020-12-31	$41,887
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$14,399
Other income not declared elsewhere	2020-12-31	$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,032,882
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,972,754
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,939,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$53,475
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$382,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,713,678
Value of interest in pooled separate accounts at end of year	2020-12-31	$8,996
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$24,813
Interest on participant loans	2020-12-31	$8,742
Value of interest in common/collective trusts at end of year	2020-12-31	$8,374,117
Value of interest in common/collective trusts at beginning of year	2020-12-31	$4,956,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$421,244
Net investment gain/loss from pooled separate accounts	2020-12-31	$-479
Net investment gain or loss from common/collective trusts	2020-12-31	$816,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$466,423
Employer contributions (assets) at end of year	2020-12-31	$74,859
Employer contributions (assets) at beginning of year	2020-12-31	$18,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$729,121
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LONG & ASSOCIATES, LLC
Accountancy firm EIN	2020-12-31	481273859
2019 : BIBLIOTHECA, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,763,126
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$546,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$502,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,572,735
Value of total assets at end of year	2019-12-31	$6,939,872
Value of total assets at beginning of year	2019-12-31	$4,723,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$43,695
Total interest from all sources	2019-12-31	$11,542
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$22,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$22,085
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$995,155
Participant contributions at end of year	2019-12-31	$184,140
Participant contributions at beginning of year	2019-12-31	$210,046
Participant contributions at end of year	2019-12-31	$41,887
Participant contributions at beginning of year	2019-12-31	$28,000
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$159,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,216,599
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,939,872
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,723,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$43,695
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,713,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$827,344
Value of interest in pooled separate accounts at end of year	2019-12-31	$24,813
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$13,709
Interest on participant loans	2019-12-31	$11,542
Value of interest in common/collective trusts at end of year	2019-12-31	$4,956,541
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,629,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$307,139
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,070
Net investment gain or loss from common/collective trusts	2019-12-31	$846,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$418,268
Employer contributions (assets) at end of year	2019-12-31	$18,813
Employer contributions (assets) at beginning of year	2019-12-31	$14,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$502,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LONG & ASSOCIATES, LLC
Accountancy firm EIN	2019-12-31	481273859
2018 : BIBLIOTHECA, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,155,574
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$663,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$618,749
Expenses. Certain deemed distributions of participant loans	2018-12-31	$19,434
Value of total corrective distributions	2018-12-31	$479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,598,529
Value of total assets at end of year	2018-12-31	$4,723,273
Value of total assets at beginning of year	2018-12-31	$4,230,921
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,560
Total interest from all sources	2018-12-31	$9,640
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$313,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$396,065
Participant contributions at end of year	2018-12-31	$210,046
Participant contributions at beginning of year	2018-12-31	$145,674
Participant contributions at end of year	2018-12-31	$28,000
Participant contributions at beginning of year	2018-12-31	$13,371
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$286,580
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$492,352
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,723,273
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,230,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$827,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,287,679
Value of interest in pooled separate accounts at end of year	2018-12-31	$13,709
Interest on participant loans	2018-12-31	$9,640
Value of interest in common/collective trusts at end of year	2018-12-31	$3,629,971
Value of interest in common/collective trusts at beginning of year	2018-12-31	$750,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-98,944
Net investment gain or loss from common/collective trusts	2018-12-31	$-353,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$915,884
Employer contributions (assets) at end of year	2018-12-31	$14,203
Employer contributions (assets) at beginning of year	2018-12-31	$33,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$618,749
Contract administrator fees	2018-12-31	$24,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2018-12-31	581763439
2017 : BIBLIOTHECA, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,595,671
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$539,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$537,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,072,653
Value of total assets at end of year	2017-12-31	$4,184,097
Value of total assets at beginning of year	2017-12-31	$3,127,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,530
Total interest from all sources	2017-12-31	$7,504
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$127,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$127,029
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$313,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$696,834
Participant contributions at end of year	2017-12-31	$145,674
Participant contributions at beginning of year	2017-12-31	$170,130
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$76,359
Administrative expenses (other) incurred	2017-12-31	$1,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,056,549
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,184,097
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,127,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,287,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,569,318
Interest on participant loans	2017-12-31	$7,504
Value of interest in common/collective trusts at end of year	2017-12-31	$750,744
Value of interest in common/collective trusts at beginning of year	2017-12-31	$388,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$305,458
Net investment gain or loss from common/collective trusts	2017-12-31	$83,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$299,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$537,592
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WINDHAM BRANNON.P.C
Accountancy firm EIN	2017-12-31	581763439

Form 5500 Responses for BIBLIOTHECA, LLC 401(K) PLAN

2022: BIBLIOTHECA, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BIBLIOTHECA, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BIBLIOTHECA, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BIBLIOTHECA, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BIBLIOTHECA, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BIBLIOTHECA, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

722123

Policy instance

Insurance contract or identification number	722123
Number of Individuals Covered	185
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $22
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	15
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

721123

Policy instance

Insurance contract or identification number	721123
Number of Individuals Covered	198
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	10
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

721123

Policy instance

Insurance contract or identification number	721123
Number of Individuals Covered	156
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $67
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	67
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

721123

Policy instance

Insurance contract or identification number	721123
Number of Individuals Covered	148
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	6
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

721123

Policy instance

Insurance contract or identification number	721123
Number of Individuals Covered	145
Insurance policy start date	2018-05-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,508
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7508
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

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Company Name:	BIBLIOTHECA, LLC
Employer identification number (EIN):	383837521
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:	2013-04-19
Company Identification Number:	1819171
Legal Registered Office Address:	3169 HOLCOMB BRIDGE ROAD SUITE 200 NORCROSS United States of America (USA) 30071