Nickles Bakery Employees' 401k Plan — Form 5500 plan (Alfred Nickles Bakery, 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, Nickles Bakery Employees' 401k Plan is a benefit plan reported by Alfred Nickles Bakery, Inc. under EIN 34-0428345 and plan number 002. The latest loaded filing year is 2023. The filing reports 139 participants and $15,014,093 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alfred Nickles Bakery, Inc.
- EIN
- 34-0428345
- Plan number
- 002
- Plan type
- 2
- Location
- Navarre, OH
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $15,014,093
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20241012110255NAL0024414417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,014,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,014,093
- Net assets (BOY)
- $12,769,152
Income & contributions
- Employer contributions
- $412,410
- Participant contributions
- $461,837
- Total contributions
- $874,247
- Total income / additions
- $3,032,885
Expenses & distributions
- Benefits paid
- $731,471
- Administrative expenses
- $56,473
- Total expenses
- $787,944
- Net increase / (decrease)
- $2,244,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Investment Corp | INVESTMENT ADVISOR | $26,922 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $23,622 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $6,733 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $0 | $5,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alfred Nickles Bakery, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Navarre, OH
- Ameritas Investment Corp — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Cbiz Benefits & Ins Services Inc — Schedule C compensation