Nickles Bakery 401k Plan For Bargaining Employees — 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 401k Plan For Bargaining Employees is a benefit plan reported by Alfred Nickles Bakery, Inc. under EIN 34-0428345 and plan number 003. The latest loaded filing year is 2023. The filing reports 762 participants and $10,359,249 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
- 003
- Plan type
- 2
- Location
- Navarre, OH
- Latest filing year
- 2023
- Participants
- 762
- End-of-year plan assets
- $10,359,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 762 | H, C | 20241012105456NAL0024407457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,359,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,359,249
- Net assets (BOY)
- $9,140,906
Income & contributions
- Participant contributions
- $473,826
- Total contributions
- $473,826
- Total income / additions
- $2,127,193
Expenses & distributions
- Benefits paid
- $852,403
- Administrative expenses
- $56,447
- Total expenses
- $908,850
- Net increase / (decrease)
- $1,218,343
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annunity Ins Co Of America | RECORDKEEPER | $34,434 | $0 | 2023 |
| Ameritas Investment Corp | INVESTMENT ADVISOR | $18,563 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $0 | $5,000 | 2023 |
| Leafhouse Financial Advosors, LLC | INVESTMENT ADVISOR | $4,641 | not reported in the loaded dataset | 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
- Empower Annunity Ins Co Of America — Schedule C compensation
- Ameritas Investment Corp — Schedule C compensation
- Cbiz Benefits & Ins Services Inc — Schedule C compensation
- Leafhouse Financial Advosors, LLC — Schedule C compensation