Plan5500

King Arthur Employee Stock Ownership Plan — Form 5500 plan (King Arthur Baking Company, Inc.)

Plain-English plan 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, King Arthur Employee Stock Ownership Plan is a benefit plan reported by King Arthur Baking Company, Inc. under EIN 04-1806660 and plan number 004. The latest loaded filing year is 2023. The filing reports 413 participants and $192,339,350 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
King Arthur Baking Company, Inc.
EIN
04-1806660
Plan number
004
Plan type
2
Location
White River Junction, VT
Latest filing year
2023
Participants
413
End-of-year plan assets
$192,339,350

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023413H, C20250207110212NAL0023776992001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$192,339,350
Total liabilities (EOY)
$29,128,223
Net assets (EOY)
$163,211,127
Net assets (BOY)
$104,438,919

Income & contributions

Employer contributions
$4,545,861
Total contributions
$4,545,861
Total income / additions
$70,287,256

Expenses & distributions

Benefits paid
$10,699,418
Administrative expenses
$153
Total expenses
$11,515,048
Net increase / (decrease)
$58,772,208

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCN/A$0$02023

Related Form 5500 pages