Lewis Brothers Bakeries, Inc. Savings Plan — Form 5500 plan (Lewis Brothers 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, Lewis Brothers Bakeries, Inc. Savings Plan is a benefit plan reported by Lewis Brothers Bakeries, Inc. under EIN 37-0636783 and plan number 021. The latest loaded filing year is 2023. The filing reports 1,220 participants and $26,459,270 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lewis Brothers Bakeries, Inc.
EIN
37-0636783
Plan number
021
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
1,220
End-of-year plan assets
$26,459,270

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,220H, C20241015163343NAL0030355361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,459,270
Total liabilities (EOY)
$0
Net assets (EOY)
$26,459,270
Net assets (BOY)
$22,874,439

Income & contributions

Employer contributions
$383,826
Participant contributions
$1,302,690
Total contributions
$1,782,546
Total income / additions
$5,841,111

Expenses & distributions

Benefits paid
$2,190,091
Administrative expenses
$65,458
Total expenses
$2,256,280
Net increase / (decrease)
$3,584,831

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServiceSERVICE PROVIDER$9,531$33,9942023
Cbiz Benefits & Insurance ServicesTHIRD PARTY ADMINISTRATO$0$9,9532023

Related Form 5500 pages