The Gonnella Pension Plan — Form 5500 plan (Gonnella Baking Company)
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, The Gonnella Pension Plan is a benefit plan reported by Gonnella Baking Company under EIN 36-1143800 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $59,305,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gonnella Baking Company
- EIN
- 36-1143800
- Plan number
- 001
- Plan type
- 2
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $59,305,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20241014174144NAL0013702643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,305,626
- Total liabilities (EOY)
- $59,083
- Net assets (EOY)
- $59,246,543
- Net assets (BOY)
- $57,418,389
Income & contributions
- Total contributions
- $0
- Total income / additions
- $5,012,203
Expenses & distributions
- Benefits paid
- $2,896,558
- Administrative expenses
- $287,491
- Total expenses
- $3,184,049
- Net increase / (decrease)
- $1,828,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slc Management | NONE | $114,099 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $108,049 | not reported in the loaded dataset | 2023 |
| October Three Consulting LLC | NONE | $40,994 | not reported in the loaded dataset | 2023 |
| First State Trust Co | NONE | $21,323 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gonnella Baking Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Schaumburg, IL
- Slc Management — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- October Three Consulting LLC — Schedule C compensation
- First State Trust Co — Schedule C compensation