American Bakery Company 401(K) Profit Sharing Plan — Form 5500 plan (Oakhurst Industries, Inc. Dba American Bakery 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, American Bakery Company 401(K) Profit Sharing Plan is a benefit plan reported by Oakhurst Industries, Inc. Dba American Bakery Company under EIN 95-3641353 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $11,656,804 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oakhurst Industries, Inc. Dba American Bakery Company
EIN
95-3641353
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
413
End-of-year plan assets
$11,656,804

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023413H, C20241014213607NAL0013865299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,656,804
Total liabilities (EOY)
$74,310
Net assets (EOY)
$11,582,494
Net assets (BOY)
$9,950,575

Income & contributions

Employer contributions
$450,000
Participant contributions
$157,950
Total contributions
$607,950
Total income / additions
$2,209,233

Expenses & distributions

Benefits paid
$458,602
Administrative expenses
$118,270
Total expenses
$577,314
Net increase / (decrease)
$1,631,919

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edelman Fin'L SvcsINVESTMENT ADVISOR$63,995not reported in the loaded dataset2023
Cliftonlarsonallen LlpAUDITOR$26,175not reported in the loaded dataset2023
Cmc Retirement & Ee Benefits SpecTHIRD PARTY ADMIN$14,188not reported in the loaded dataset2023
Macias Gini & O'Connell, LlpAUDITOR$13,913not reported in the loaded dataset2023

Related Form 5500 pages