2023 Form 5500 filing — Sara Lee Frozen Bakery 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910083953NAL0002868723001) for Sara Lee Frozen Bakery 401(K) Plan, reported by Sara Lee Frozen Bakery, LLC under EIN 83-0662567 and plan number 001. It reports 2,006 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910083953NAL0002868723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sara Lee Frozen Bakery, LLC
- EIN
- 83-0662567
- Plan number
- 001
- Location
- Oakbrook Terrace, IL
- Participants
- 2,006
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,908,889
- Total liabilities (EOY)
- $13,689
- Net assets (EOY)
- $46,895,200
- Employer contributions
- $2,274,365
- Participant contributions
- $4,347,949
- Total income / additions
- $14,566,869
- Benefits paid
- $5,544,706
- Administrative expenses
- $178,295
- Total expenses
- $5,723,001
- Net increase / (decrease)
- $8,843,868
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Plan Services, Inc | RECORDKEEPER, TPA | $133,309 | not reported in the loaded dataset |
| Mercer | NONE | $45,000 | not reported in the loaded dataset |