2023 Form 5500 filing — Nardone Brothers Baking Company, Inc. 401(K) 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 20240827130807NAL0006097875001) for Nardone Brothers Baking Company, Inc. 401(K) Retirement Plan, reported by Nardone Brothers Baking Company, Inc. under EIN 23-2629582 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827130807NAL0006097875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nardone Brothers Baking Company, Inc.
- EIN
- 23-2629582
- Plan number
- 001
- Location
- Hanover Township, PA
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,503,690
- Total liabilities (EOY)
- $1,469
- Net assets (EOY)
- $4,502,221
- Employer contributions
- $387,462
- Participant contributions
- $845,934
- Total income / additions
- $1,819,318
- Benefits paid
- $314,724
- Administrative expenses
- $46,532
- Total expenses
- $361,256
- Net increase / (decrease)
- $1,458,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,113 | $0 |
| Valley Forge Investment Consultants | INVESTMENT ADVISORY | $0 | $21,856 |
| Valley Forge Pension Management, In | CONTRACT ADMINISTRATOR | $0 | $0 |