ON THE BOOKS, LLC
Plan context: ON THE BOOKS 401(K) PLAN
EIN 81-5168155 • Apex, NC • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$257,159
2025 Contributions
$73,792
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $257,159 | $73,792 | $5,271iApproximate average salary by contribution assumption: employee only about $131,771 at 4% or $87,848 at 6%; with 50% employer match about $87,848 at 4% or $58,565 at 6%; with 100% employer match about $65,886 at 4% or $43,924 at 6%. |
| ON THE BOOKS 401(K) PLAN | - | 14 | $257,159 | $73,792 | $5,271iApproximate average salary by contribution assumption: employee only about $131,771 at 4% or $87,848 at 6%; with 50% employer match about $87,848 at 4% or $58,565 at 6%; with 100% employer match about $65,886 at 4% or $43,924 at 6%. |
| 2024 | 1 | 12 | $156,255 | $59,799 | $4,983iApproximate average salary by contribution assumption: employee only about $124,581 at 4% or $83,054 at 6%; with 50% employer match about $83,054 at 4% or $55,369 at 6%; with 100% employer match about $62,291 at 4% or $41,527 at 6%. |
| ON THE BOOKS 401(K) PLAN | - | 12 | $156,255 | $59,799 | $4,983iApproximate average salary by contribution assumption: employee only about $124,581 at 4% or $83,054 at 6%; with 50% employer match about $83,054 at 4% or $55,369 at 6%; with 100% employer match about $62,291 at 4% or $41,527 at 6%. |
| 2023 | 1 | 11 | $87,160 | $64,781 | $5,889iApproximate average salary by contribution assumption: employee only about $147,230 at 4% or $98,153 at 6%; with 50% employer match about $98,153 at 4% or $65,435 at 6%; with 100% employer match about $73,615 at 4% or $49,077 at 6%. |
| ON THE BOOKS 401(K) PLAN | - | 11 | $87,160 | $64,781 | $5,889iApproximate average salary by contribution assumption: employee only about $147,230 at 4% or $98,153 at 6%; with 50% employer match about $98,153 at 4% or $65,435 at 6%; with 100% employer match about $73,615 at 4% or $49,077 at 6%. |
| 2022 | 1 | 8 | $20,095 | $22,916 | $2,865iApproximate average salary by contribution assumption: employee only about $71,613 at 4% or $47,742 at 6%; with 50% employer match about $47,742 at 4% or $31,828 at 6%; with 100% employer match about $35,806 at 4% or $23,871 at 6%. |
| ON THE BOOKS 401(K) PLAN | - | 8 | $20,095 | $22,916 | $2,865iApproximate average salary by contribution assumption: employee only about $71,613 at 4% or $47,742 at 6%; with 50% employer match about $47,742 at 4% or $31,828 at 6%; with 100% employer match about $35,806 at 4% or $23,871 at 6%. |