2023 Form 5500 filing — Port City Bakery, Inc. Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715133245NAL0001737425001) for Port City Bakery, Inc. Retirement Plan, reported by Port City Bakery, Inc. under EIN 39-1648648 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.1MReported net assets$17,138,229
Participants408
Provider compensation$9.2K1 Schedule C row(s)$9,155
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240715133245NAL0001737425001
Plan sponsor
Port City Bakery, Inc.
EIN
39-1648648
Plan number
001
Location
Green Bay, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.1M total assets
Net assets$17.1MLiabilities
Money in vs. money out
Total income / additions$4.9M
Total expenses$982K
Benefits paid / distributions$942.1K
Contributions
Employer$830.1K
Participant$1.3M
Full reported line items
Total assets (EOY)
$17,138,229
Net assets (EOY)
$17,138,229
Employer contributions
$830,092
Participant contributions
$1,347,942
Total income / additions
$4,900,416
Benefits paid
$942,090
Administrative expenses
$9,155
Total expenses
$982,029
Net increase / (decrease)
$3,918,387
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $9.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715133245NAL0001737425001 cover?
It is the 2023 Form 5500 filing for Port City Bakery, Inc. Retirement Plan, reported by Port City Bakery, Inc. (EIN 39-1648648).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages