2023 Form 5500 filing — Cb Save For The Future 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 20241011165413NAL0012779491001) for Cb Save For The Future 401(K) Plan, reported by Channel Bakers, Inc. under EIN 47-5087853 and plan number 002. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011165413NAL0012779491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Channel Bakers, Inc.
- EIN
- 47-5087853
- Plan number
- 002
- Location
- Anaheim, CA
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,284,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,284,098
- Employer contributions
- $216,621
- Participant contributions
- $332,460
- Total income / additions
- $924,560
- Benefits paid
- $342,083
- Administrative expenses
- $26,057
- Total expenses
- $368,140
- Net increase / (decrease)
- $556,420
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth | INVESTMENT ADVISORY | $0 | $9,879 |
| John Hancock | CONTRACT ADMINISTRATOR | $1,171 | $0 |
| Pension Benefits Unlimited, Inc. | TPA | $750 | $0 |