New Horizons Baking Company Employee Retirement & Savings Plan — Form 5500 plan (New Horizons Baking Company, 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, New Horizons Baking Company Employee Retirement & Savings Plan is a benefit plan reported by New Horizons Baking Company, LLC under EIN 31-1178698 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $5,759,154 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Horizons Baking Company, LLC
EIN
31-1178698
Plan number
001
Plan type
2
Location
Norwalk, OH
Latest filing year
2023
Participants
152
End-of-year plan assets
$5,759,154

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20241015150936NAL0014924643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,759,154
Total liabilities (EOY)
$0
Net assets (EOY)
$5,759,154
Net assets (BOY)
$4,529,116

Income & contributions

Employer contributions
$244,130
Participant contributions
$582,504
Total contributions
$872,086
Total income / additions
$1,637,389

Expenses & distributions

Benefits paid
$592,717
Administrative expenses
$27,271
Total expenses
$619,988
Net increase / (decrease)
$1,017,401

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCADVISOR$13,993not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$13,453$02023

Related Form 5500 pages