Costanzo'S Bakery, LLC 401(K) Plan — Form 5500 plan (Costanzo'S Bakery, LLC)

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, Costanzo'S Bakery, LLC 401(K) Plan is a benefit plan reported by Costanzo'S Bakery, LLC under EIN 16-1077221 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $5,195,301 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Costanzo'S Bakery, LLC
EIN
16-1077221
Plan number
001
Plan type
2
Location
Cheektowaga, NY
Latest filing year
2023
Participants
175
End-of-year plan assets
$5,195,301

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241008103748NAL0017408513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,195,301
Total liabilities (EOY)
$0
Net assets (EOY)
$5,195,301
Net assets (BOY)
$4,297,345

Income & contributions

Employer contributions
$53,040
Participant contributions
$409,860
Total contributions
$468,873
Total income / additions
$1,240,492

Expenses & distributions

Benefits paid
$296,774
Administrative expenses
$24,517
Total expenses
$342,536
Net increase / (decrease)
$897,956

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$12,912$02023
Lawley Retirement Advisors, LLCINVESTMENT ADVISORY$11,599$122023

Related Form 5500 pages