Plan5500

Aunt Millie'S Bakeries 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 401(K) Savings Plan is a benefit plan reported by Perfection Bakeries, Inc. under EIN 35-0577170 and plan number 007. The latest loaded filing year is 2023. The filing reports 1,361 participants and $76,542,324 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
007
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
1,361
End-of-year plan assets
$76,542,324

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,361H, C20241011162736NAL0012755203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,542,324
Total liabilities (EOY)
$0
Net assets (EOY)
$76,542,324
Net assets (BOY)
$70,365,990

Income & contributions

Employer contributions
$1,895,905
Participant contributions
$4,550,994
Total contributions
$6,970,151
Total income / additions
$17,347,226

Expenses & distributions

Benefits paid
$11,385,872
Administrative expenses
$249,944
Total expenses
$11,635,816
Net increase / (decrease)
$5,711,410

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY CLIENT$189,694$02023
Procourse Fiduciary Advisors, LLCRETAINED BY CLIENT$33,000not reported in the loaded dataset2023
Crowe LlpRETAINED BY EMPLOYER$27,250not reported in the loaded dataset2023

Related Form 5500 pages