Nardone Brothers Baking Company, Inc. 401(K) Retirement Plan — Form 5500 plan (Nardone Brothers 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, Nardone Brothers Baking Company, Inc. 401(K) Retirement Plan is a benefit plan reported by Nardone Brothers Baking Company, Inc. under EIN 23-2629582 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $4,503,690 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nardone Brothers Baking Company, Inc.
- EIN
- 23-2629582
- Plan number
- 001
- Plan type
- 2
- Location
- Hanover Township, PA
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $4,503,690
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20240827130807NAL0006097875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,503,690
- Total liabilities (EOY)
- $1,469
- Net assets (EOY)
- $4,502,221
- Net assets (BOY)
- $3,044,159
Income & contributions
- Employer contributions
- $387,462
- Participant contributions
- $845,934
- Total contributions
- $1,233,396
- Total income / additions
- $1,819,318
Expenses & distributions
- Benefits paid
- $314,724
- Administrative expenses
- $46,532
- Total expenses
- $361,256
- Net increase / (decrease)
- $1,458,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,113 | $0 | 2023 |
| Valley Forge Investment Consultants | INVESTMENT ADVISORY | $0 | $21,856 | 2023 |
| Valley Forge Pension Management, In | CONTRACT ADMINISTRATOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nardone Brothers Baking Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Hanover Township, PA
- Principal Life Insurance Company — Schedule C compensation
- Valley Forge Investment Consultants — Schedule C compensation
- Valley Forge Pension Management, In — Schedule C compensation