Plan5500

Aunt Millie'S Bakeries Union 401(K) Savings Plan — Form 5500 plan (Perfection Bakeries, 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, Aunt Millie'S Bakeries Union 401(K) Savings Plan is a benefit plan reported by Perfection Bakeries, Inc. under EIN 35-0577170 and plan number 002. The latest loaded filing year is 2023. The filing reports 973 participants and $100,510,298 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Perfection Bakeries, Inc.
EIN
35-0577170
Plan number
002
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
973
End-of-year plan assets
$100,510,298

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023973H, C20241011164039NAL0012763395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,510,298
Total liabilities (EOY)
$0
Net assets (EOY)
$100,510,298
Net assets (BOY)
$89,692,003

Income & contributions

Employer contributions
$2,461,771
Participant contributions
$3,963,887
Total contributions
$6,425,658
Total income / additions
$21,646,587

Expenses & distributions

Benefits paid
$10,132,062
Administrative expenses
$231,306
Total expenses
$10,363,368
Net increase / (decrease)
$11,283,219

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$164,056$02023
Procourse Fiduciary Advisors, LLCRETAINED BY CLIENT$44,000not reported in the loaded dataset2023
Crowe, LlpRETAINED BY EMPLOYER$23,250not reported in the loaded dataset2023

Related Form 5500 pages