Campagna-Turano Bakery, Inc. Incentive 401(K) Savings Plan And Trust — Form 5500 plan (Campagna-Turano 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, Campagna-Turano Bakery, Inc. Incentive 401(K) Savings Plan And Trust is a benefit plan reported by Campagna-Turano Bakery, Inc. under EIN 36-2588905 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,268 participants and $90,764,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Campagna-Turano Bakery, Inc.
- EIN
- 36-2588905
- Plan number
- 333
- Plan type
- 2
- Location
- Berwyn, IL
- Latest filing year
- 2023
- Participants
- 1,268
- End-of-year plan assets
- $90,764,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,268 | H, C | 20241025110258NAL0000137600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,764,778
- Net assets (EOY)
- $90,764,778
- Net assets (BOY)
- $76,149,493
Income & contributions
- Employer contributions
- $4,003,360
- Participant contributions
- $4,686,894
- Total contributions
- $8,888,723
- Total income / additions
- $21,268,716
Expenses & distributions
- Benefits paid
- $6,364,253
- Administrative expenses
- $176,145
- Total expenses
- $6,653,431
- Net increase / (decrease)
- $14,615,285
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISORY | $109,775 | $0 | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $53,088 | $0 | 2023 |
| Retirement Solution Group | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Campagna-Turano Bakery, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Berwyn, IL
- Global Retirement Partners — Schedule C compensation
- Transamerica Retirement Solutions, — Schedule C compensation
- Retirement Solution Group — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation