2023 Form 5500 filing — King Arthur Employee Stock Ownership 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 20250207110212NAL0023776992001) for King Arthur Employee Stock Ownership Plan, reported by King Arthur Baking Company, Inc. under EIN 04-1806660 and plan number 004. It reports 413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250207110212NAL0023776992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- King Arthur Baking Company, Inc.
- EIN
- 04-1806660
- Plan number
- 004
- Location
- White River Junction, VT
- Participants
- 413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $192,339,350
- Total liabilities (EOY)
- $29,128,223
- Net assets (EOY)
- $163,211,127
- Employer contributions
- $4,545,861
- Total income / additions
- $70,287,256
- Benefits paid
- $10,699,418
- Administrative expenses
- $153
- Total expenses
- $11,515,048
- Net increase / (decrease)
- $58,772,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | N/A | $0 | $0 |