Plan5500

Port City 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, Port City Bakery, Inc. (EIN 39-1648648) is a plan sponsor located in Green Bay, WI 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
39-1648648
Location
Green Bay, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Port City Bakery, Inc.

  • 2 loaded plans hold $17.1M in reported assets.
  • The largest, Port City Bakery, Inc. Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 801 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.1MSummed across loaded plans$17,138,229
Total reported assets$17.1M$17,138,229
Total reported participants801
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$17.1M total assets
Net assets$17.1MLiabilities—
Contributions & income
Employer contributions$830.1K
Participant contributions$1.3M
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$942.1K
Total expenses$982K
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Port City Bakery, Inc. Retirement Plan
Participants per plan401Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Port City Bakery, Inc. Retirement Plan$17.1M
    Plan #001 · 408 participants · 2023
  2. 2
    Port City Bakery, Inc. Comprehensive Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 393 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Port City Bakery, Inc.. Open one for its full reported snapshot.

  1. 2023
    Port City Bakery, Inc. Retirement Plan408 participants · 2Sch HSch C
    View filing →
  2. 2023
    Port City Bakery, Inc. Comprehensive Health And Welfare Benefits Plan393 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Port City Bakery, Inc. report on Form 5500?
Port City Bakery, Inc. (EIN 39-1648648) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Port City Bakery, Inc.?
The Employer Identification Number (EIN) reported for Port City Bakery, Inc. is 39-1648648.
What is the latest Form 5500 filing year for Port City Bakery, Inc.?
The latest loaded Form 5500 filing year for Port City Bakery, Inc. is 2023.

Related Form 5500 pages