2023 Form 5500 filing — Aunt Millie'S Bakeries Union 401(K) Savings 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 20241011164039NAL0012763395001) for Aunt Millie'S Bakeries Union 401(K) Savings Plan, reported by Perfection Bakeries, Inc. under EIN 35-0577170 and plan number 002. It reports 973 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164039NAL0012763395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perfection Bakeries, Inc.
- EIN
- 35-0577170
- Plan number
- 002
- Location
- Fort Wayne, IN
- Participants
- 973
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,510,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,510,298
- Employer contributions
- $2,461,771
- Participant contributions
- $3,963,887
- Total income / additions
- $21,646,587
- Benefits paid
- $10,132,062
- Administrative expenses
- $231,306
- Total expenses
- $10,363,368
- Net increase / (decrease)
- $11,283,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $164,056 | $0 |
| Procourse Fiduciary Advisors, LLC | RETAINED BY CLIENT | $44,000 | not reported in the loaded dataset |
| Crowe, Llp | RETAINED BY EMPLOYER | $23,250 | not reported in the loaded dataset |