2023 Form 5500 filing — Lewis Brothers Bakeries, Inc. Pension 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 20241015200027NAL0017152131001) for Lewis Brothers Bakeries, Inc. Pension Plan, reported by Lewis Brothers Bakeries, Inc. under EIN 37-0636783 and plan number 003. It reports 690 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$63.4MReported net assets$63,382,621
Participants690
Provider compensation$66.9K1 Schedule C row(s)$66,865
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015200027NAL0017152131001
- Plan sponsor
- Lewis Brothers Bakeries, Inc.
- EIN
- 37-0636783
- Plan number
- 003
- Location
- Evansville, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$63.4M total assets
Net assets$63.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $63,382,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,382,621
- Employer contributions
- $3,000,000
- Total income / additions
- $11,203,636
- Benefits paid
- $1,127,628
- Administrative expenses
- $67,667
- Total expenses
- $1,195,295
- Net increase / (decrease)
- $10,008,341
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $66,865 | not reported in the loaded dataset |