2023 Form 5500 filing — Calise & Sons Bakery, Inc. Profit Sharing 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 20241003123055NAL0017667072001) for Calise & Sons Bakery, Inc. Profit Sharing Plan, reported by Calise & Sons Bakery, Inc. under EIN 05-0284865 and plan number 001. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003123055NAL0017667072001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calise & Sons Bakery, Inc.
- EIN
- 05-0284865
- Plan number
- 001
- Location
- Lincoln, RI
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,772,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,772,878
- Employer contributions
- $19,378
- Participant contributions
- $320,196
- Total income / additions
- $1,202,620
- Benefits paid
- $749,212
- Administrative expenses
- $49,937
- Total expenses
- $807,138
- Net increase / (decrease)
- $395,482
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,301 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $13,872 | $0 |
| The Patriot Financial Group Ins. Ag | INVESTMENT ADVISOR | $11,061 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $7,519 | not reported in the loaded dataset |