How many benefit plans does Calise & Sons Bakery, Inc. report on Form 5500?

Calise & Sons Bakery, Inc. (EIN 05-0284865) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Calise & Sons Bakery, Inc.?

The Employer Identification Number (EIN) reported for Calise & Sons Bakery, Inc. is 05-0284865.

What is the latest Form 5500 filing year for Calise & Sons Bakery, Inc.?

The latest loaded Form 5500 filing year for Calise & Sons Bakery, Inc. is 2023.

Calise & Sons Bakery, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Calise & Sons Bakery, Inc. (EIN 05-0284865) is a plan sponsor located in Lincoln, RI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 05-0284865
Location: Lincoln, RI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $6,772,878
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $6,772,878

Contributions & income

Employer contributions: $19,378
Participant contributions: $320,196
Total income / additions: $1,202,620

Expenses & distributions

Benefits paid / distributions: $749,212
Total expenses: $807,138
Net increase / (decrease): $395,482

Coverage

Total reported participants: 444
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Calise & Sons Bakery, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Calise & Sons Bakery, Inc. Profit Sharing Plan	001	304	$6,772,878	2023
Calise & Sons Bakery, Inc. Welfare Wrap Plan	502	140	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Calise & Sons Bakery, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Calise & Sons Bakery, Inc. Welfare Wrap Plan	140	—	20240508164006NAL0046141344001
2023	Calise & Sons Bakery, Inc. Profit Sharing Plan	304	H, C	20241003123055NAL0017667072001