2023 Form 5500 filing — Nickles Bakery 401k Plan For Bargaining Employees
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 20241012105456NAL0024407457001) for Nickles Bakery 401k Plan For Bargaining Employees, reported by Alfred Nickles Bakery, Inc. under EIN 34-0428345 and plan number 003. It reports 762 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012105456NAL0024407457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alfred Nickles Bakery, Inc.
- EIN
- 34-0428345
- Plan number
- 003
- Location
- Navarre, OH
- Participants
- 762
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,359,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,359,249
- Participant contributions
- $473,826
- Total income / additions
- $2,127,193
- Benefits paid
- $852,403
- Administrative expenses
- $56,447
- Total expenses
- $908,850
- Net increase / (decrease)
- $1,218,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annunity Ins Co Of America | RECORDKEEPER | $34,434 | $0 |
| Ameritas Investment Corp | INVESTMENT ADVISOR | $18,563 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $0 | $5,000 |
| Leafhouse Financial Advosors, LLC | INVESTMENT ADVISOR | $4,641 | not reported in the loaded dataset |