2023 Form 5500 filing — The Schwebel Baking Company 401k 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 20241015113436NAL0049051712001) for The Schwebel Baking Company 401k Plan, reported by Schwebel Baking Company under EIN 34-0516340 and plan number 004. It reports 787 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113436NAL0049051712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schwebel Baking Company
- EIN
- 34-0516340
- Plan number
- 004
- Location
- Youngstown, OH
- Participants
- 787
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,531,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,531,139
- Employer contributions
- $780,564
- Participant contributions
- $1,392,858
- Total income / additions
- $6,609,521
- Benefits paid
- $5,325,371
- Administrative expenses
- $76,610
- Total expenses
- $5,402,714
- Net increase / (decrease)
- $1,206,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $41,366 | not reported in the loaded dataset |
| Prudential Retirement Insurance And | NONE | $37,628 | $0 |