Calise & Sons Bakery, Inc. Profit Sharing Plan — Form 5500 plan (Calise & Sons Bakery, 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, Calise & Sons Bakery, Inc. Profit Sharing Plan is a benefit plan reported by Calise & Sons Bakery, Inc. under EIN 05-0284865 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $6,772,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Calise & Sons Bakery, Inc.
- EIN
- 05-0284865
- Plan number
- 001
- Plan type
- 2
- Location
- Lincoln, RI
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $6,772,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20241003123055NAL0017667072001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,772,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,772,878
- Net assets (BOY)
- $6,377,396
Income & contributions
- Employer contributions
- $19,378
- Participant contributions
- $320,196
- Total contributions
- $339,574
- Total income / additions
- $1,202,620
Expenses & distributions
- Benefits paid
- $749,212
- Administrative expenses
- $49,937
- Total expenses
- $807,138
- Net increase / (decrease)
- $395,482
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,301 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $13,872 | $0 | 2023 |
| The Patriot Financial Group Ins. Ag | INVESTMENT ADVISOR | $11,061 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $7,519 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Calise & Sons Bakery, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Lincoln, RI
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- The Patriot Financial Group Ins. Ag — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation