2023 Form 5500 filing — Cleveland Bakers And Affiliated Unions 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 20241009171344NAL0038530786003) for Cleveland Bakers And Affiliated Unions 401(K) Plan, reported by Cleveland Bakers And Affiliated Union 401(K) Plan under EIN 34-0082405 and plan number 001. It reports 1,801 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009171344NAL0038530786003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Cleveland Bakers And Affiliated Union 401(K) Plan
- EIN
- 34-0082405
- Plan number
- 001
- Location
- Valley View, OH
- Participants
- 1,801
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,620,665
- Total liabilities (EOY)
- $66,362
- Net assets (EOY)
- $8,554,303
- Employer contributions
- $598,402
- Participant contributions
- $1,284,978
- Total income / additions
- $3,018,445
- Benefits paid
- $773,054
- Administrative expenses
- $244,233
- Total expenses
- $1,017,287
- Net increase / (decrease)
- $2,001,158
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RECORDKEEPER | $109,455 | not reported in the loaded dataset |
| Cadaret, Grant & Company | INVESTMENT MANAGER | $52,437 | not reported in the loaded dataset |
| Mogila Law Group LLC | LEGAL | $43,586 | not reported in the loaded dataset |
| Gettry Marcus Cpa | ACCOUNTANT | $20,000 | not reported in the loaded dataset |
| Wb Advisors | THIRD PARTY ADMINISTRATOR | $12,000 | not reported in the loaded dataset |