2023 Form 5500 filing — Sugar Bowl Bakery 401(K) 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 20241004175947NAL0011789217001) for Sugar Bowl Bakery 401(K) Plan, reported by Ly Brothers Corporation under EIN 94-3170390 and plan number 001. It reports 523 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)$12MReported net assets$11,959,531
Participants523
Provider compensation$57.8K2 Schedule C row(s)$57,832
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004175947NAL0011789217001
Plan sponsor
Ly Brothers Corporation
EIN
94-3170390
Plan number
001
Location
Hayward, CA
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)$12M total assets
Net assets$12MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$584.9K
Benefits paid / distributions$547.2K
Contributions
Employer$285K
Participant$1.3M
Full reported line items
Total assets (EOY)
$11,959,531
Total liabilities (EOY)
$0
Net assets (EOY)
$11,959,531
Employer contributions
$285,008
Participant contributions
$1,317,272
Total income / additions
$3,495,154
Benefits paid
$547,164
Administrative expenses
$37,751
Total expenses
$584,915
Net increase / (decrease)
$2,910,239
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $42.8K
  2. 2
    NONE · Direct $15K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004175947NAL0011789217001 cover?
It is the 2023 Form 5500 filing for Sugar Bowl Bakery 401(K) Plan, reported by Ly Brothers Corporation (EIN 94-3170390).
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