2023 Form 5500 filing — United States Bakery Profit Sharing & 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 20241009113121NAL0019089713001) for United States Bakery Profit Sharing & 401(K) Plan, reported by United States Bakery under EIN 93-0302130 and plan number 001. It reports 1,262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009113121NAL0019089713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United States Bakery
- EIN
- 93-0302130
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 1,262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,268,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,268,730
- Employer contributions
- $9,264,234
- Participant contributions
- $2,998,276
- Total income / additions
- $26,565,309
- Benefits paid
- $11,125,628
- Administrative expenses
- $209,468
- Total expenses
- $11,335,096
- Net increase / (decrease)
- $15,230,213
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman Investments | NONE | $126,320 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $27,988 | not reported in the loaded dataset |
| Matrix Trust | NONE | $26,660 | $0 |
| Morgan Stanley Global Bank Ops | NONE | $19,000 | not reported in the loaded dataset |
| Hyas Group | NONE | $9,500 | not reported in the loaded dataset |