Retirement Plan For Non-Bargaining Employees Of Alfred Nickles Bakery, Inc. — 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, Retirement Plan For Non-Bargaining Employees Of Alfred Nickles Bakery, Inc. is a benefit plan reported by Alfred Nickles Bakery, Inc. under EIN 34-0428345 and plan number 005. The latest loaded filing year is 2023. The filing reports 450 participants and $58,130,374 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$45.9MPlan net assets, end of year$45,912,097
Participants450Covered participants reported
Assets / participant$129.2KComputed: assets ÷ participants$129,179 (computed)
Provider compensation$247.3K2 Schedule C provider row(s)$247,263
Plan sponsor
Alfred Nickles Bakery, Inc.
EIN
34-0428345
Plan number
005
Plan type
2
Location
Navarre, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023450H, C20250915084012NAL0002508626001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$58.1M total assets
Net assets$45.9MLiabilities$12.2M
Money in vs. money out
Total income / additions$11.2M
Total expenses$16.5M
Benefits paid / distributions$16.2M
Full reported line items

Net assets

Total assets (EOY)
$58,130,374
Total liabilities (EOY)
$12,218,277
Net assets (EOY)
$45,912,097
Net assets (BOY)
$51,196,654

Income & contributions

Total contributions
$0
Total income / additions
$11,182,336

Expenses & distributions

Benefits paid
$16,219,630
Administrative expenses
$247,263
Total expenses
$16,466,893
Net increase / (decrease)
-$5,284,557
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets36%Computed ratio
Benefits paid ÷ total income145%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bny Mellon, NaNONE$177,365not reported in the loaded dataset2023
Aetna Life Insurance CompanyNONE$69,898not reported in the loaded dataset2023

Related Form 5500 pages