Cleveland Bakers And Affiliated Unions 401(K) Plan — Form 5500 plan (Cleveland Bakers And Affiliated Union 401(K) Plan)
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, Cleveland Bakers And Affiliated Unions 401(K) Plan is a benefit plan reported by Cleveland Bakers And Affiliated Union 401(K) Plan under EIN 34-0082405 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,801 participants and $8,620,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cleveland Bakers And Affiliated Union 401(K) Plan
- EIN
- 34-0082405
- Plan number
- 001
- Plan type
- 1
- Location
- Valley View, OH
- Latest filing year
- 2023
- Participants
- 1,801
- End-of-year plan assets
- $8,620,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,801 | H, C | 20241009171344NAL0038530786003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,620,665
- Total liabilities (EOY)
- $66,362
- Net assets (EOY)
- $8,554,303
- Net assets (BOY)
- $6,553,145
Income & contributions
- Employer contributions
- $598,402
- Participant contributions
- $1,284,978
- Total contributions
- $1,883,380
- Total income / additions
- $3,018,445
Expenses & distributions
- Benefits paid
- $773,054
- Administrative expenses
- $244,233
- Total expenses
- $1,017,287
- Net increase / (decrease)
- $2,001,158
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | RECORDKEEPER | $109,455 | not reported in the loaded dataset | 2023 |
| Cadaret, Grant & Company | INVESTMENT MANAGER | $52,437 | not reported in the loaded dataset | 2023 |
| Mogila Law Group LLC | LEGAL | $43,586 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa | ACCOUNTANT | $20,000 | not reported in the loaded dataset | 2023 |
| Wb Advisors | THIRD PARTY ADMINISTRATOR | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cleveland Bakers And Affiliated Union 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Valley View, OH
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Cadaret, Grant & Company — Schedule C compensation
- Mogila Law Group LLC — Schedule C compensation
- Gettry Marcus Cpa — Schedule C compensation
- Wb Advisors — Schedule C compensation