United States Bakery Profit Sharing & 401(K) Plan — Form 5500 plan (United States Bakery)
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, United States Bakery Profit Sharing & 401(K) Plan is a benefit plan reported by United States Bakery under EIN 93-0302130 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,262 participants and $98,268,730 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United States Bakery
- EIN
- 93-0302130
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,262
- End-of-year plan assets
- $98,268,730
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,262 | H, C | 20241009113121NAL0019089713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,268,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,268,730
- Net assets (BOY)
- $83,038,517
Income & contributions
- Employer contributions
- $9,264,234
- Participant contributions
- $2,998,276
- Total contributions
- $12,271,879
- Total income / additions
- $26,565,309
Expenses & distributions
- Benefits paid
- $11,125,628
- Administrative expenses
- $209,468
- Total expenses
- $11,335,096
- Net increase / (decrease)
- $15,230,213
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman Investments | NONE | $126,320 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $27,988 | not reported in the loaded dataset | 2023 |
| Matrix Trust | NONE | $26,660 | $0 | 2023 |
| Morgan Stanley Global Bank Ops | NONE | $19,000 | not reported in the loaded dataset | 2023 |
| Hyas Group | NONE | $9,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United States Bakery
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Milliman Investments — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Matrix Trust — Schedule C compensation
- Morgan Stanley Global Bank Ops — Schedule C compensation
- Hyas Group — Schedule C compensation