2023 Form 5500 filing — Lemek, LLC Dba Panera Bread 401(K) Profit Sharing 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 20241010093629NAL0011339331001) for Lemek, LLC Dba Panera Bread 401(K) Profit Sharing Plan, reported by Lemek, LLC Dba Panera Bread under EIN 39-1927747 and plan number 001. It reports 915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010093629NAL0011339331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lemek, LLC Dba Panera Bread
- EIN
- 39-1927747
- Plan number
- 001
- Location
- Elkridge, MD
- Participants
- 915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,085,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,085,971
- Employer contributions
- $163,184
- Participant contributions
- $380,462
- Total income / additions
- $2,447,328
- Benefits paid
- $1,085,313
- Administrative expenses
- $16,407
- Total expenses
- $1,124,740
- Net increase / (decrease)
- $1,322,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps | N/A | $8,886 | not reported in the loaded dataset |
| Morgan Stanley Wealth Mgmt., LLC | N/A | $7,521 | not reported in the loaded dataset |