Cb Save For The Future 401(K) Plan — Form 5500 plan (Channel Bakers, 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, Cb Save For The Future 401(K) Plan is a benefit plan reported by Channel Bakers, Inc. under EIN 47-5087853 and plan number 002. The latest loaded filing year is 2023. The filing reports 137 participants and $2,284,098 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Channel Bakers, Inc.
EIN
47-5087853
Plan number
002
Plan type
2
Location
Anaheim, CA
Latest filing year
2023
Participants
137
End-of-year plan assets
$2,284,098

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241011165413NAL0012779491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,284,098
Total liabilities (EOY)
$0
Net assets (EOY)
$2,284,098
Net assets (BOY)
$1,727,678

Income & contributions

Employer contributions
$216,621
Participant contributions
$332,460
Total contributions
$562,826
Total income / additions
$924,560

Expenses & distributions

Benefits paid
$342,083
Administrative expenses
$26,057
Total expenses
$368,140
Net increase / (decrease)
$556,420

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual WealthINVESTMENT ADVISORY$0$9,8792023
John HancockCONTRACT ADMINISTRATOR$1,171$02023
Pension Benefits Unlimited, Inc.TPA$750$02023

Related Form 5500 pages