Howley Bread Group, Ltd. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Howley Bread Group, Ltd.)

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, Howley Bread Group, Ltd. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Howley Bread Group, Ltd. under EIN 34-1921619 and plan number 001. The latest loaded filing year is 2023. The filing reports 399 participants and $4,988,615 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Howley Bread Group, Ltd.
EIN
34-1921619
Plan number
001
Plan type
2
Location
Westlake, OH
Latest filing year
2023
Participants
399
End-of-year plan assets
$4,988,615

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023399H, C20241007074918NAL0015782449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,988,615
Total liabilities (EOY)
$0
Net assets (EOY)
$4,988,615
Net assets (BOY)
$4,386,468

Income & contributions

Employer contributions
$157,074
Participant contributions
$272,620
Total contributions
$429,694
Total income / additions
$1,124,334

Expenses & distributions

Benefits paid
$494,583
Administrative expenses
$27,604
Total expenses
$522,187
Net increase / (decrease)
$602,147

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$15,391$02023
Highland ConsultingINVESTMENT ADVISORY$12,213not reported in the loaded dataset2023

Related Form 5500 pages