Bakkavor Foods Usa, Inc. 401(K) Plan — Form 5500 plan (Bakkavor Foods Usa, 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, Bakkavor Foods Usa, Inc. 401(K) Plan is a benefit plan reported by Bakkavor Foods Usa, Inc. under EIN 33-0449057 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,082 participants and $12,804,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bakkavor Foods Usa, Inc.
- EIN
- 33-0449057
- Plan number
- 001
- Plan type
- 2
- Location
- Carson, CA
- Latest filing year
- 2023
- Participants
- 1,082
- End-of-year plan assets
- $12,804,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,082 | H, C | 20241012164640NAL0040376720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,804,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,804,870
- Net assets (BOY)
- $9,903,036
Income & contributions
- Employer contributions
- $1,112,882
- Participant contributions
- $1,550,811
- Total contributions
- $2,978,038
- Total income / additions
- $4,833,326
Expenses & distributions
- Benefits paid
- $1,792,464
- Administrative expenses
- $81,135
- Total expenses
- $1,931,492
- Net increase / (decrease)
- $2,901,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. | RECORDKEEPER | $53,659 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $32,437 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus-Kravitz | NONE | $0 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $7,009 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bakkavor Foods Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carson, CA
- Empower Annuity Ins. Co. — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Futureplan By Ascensus-Kravitz — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation