2023 Form 5500 filing — Nickles Bakery 401k Plan For Bargaining Employees
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 20241012105456NAL0024407457001) for Nickles Bakery 401k Plan For Bargaining Employees, reported by Alfred Nickles Bakery, Inc. under EIN 34-0428345 and plan number 003. It reports 762 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)$10.4MReported net assets$10,359,249
Participants762
Provider compensation$62.6K4 Schedule C row(s)$62,638
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241012105456NAL0024407457001
- Plan sponsor
- Alfred Nickles Bakery, Inc.
- EIN
- 34-0428345
- Plan number
- 003
- Location
- Navarre, OH
- Received date
- not reported in the loaded dataset
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)$10.4M total assets
Net assets$10.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,359,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,359,249
- Participant contributions
- $473,826
- Total income / additions
- $2,127,193
- Benefits paid
- $852,403
- Administrative expenses
- $56,447
- Total expenses
- $908,850
- Net increase / (decrease)
- $1,218,343
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annunity Ins Co Of America | RECORDKEEPER | $34,434 | $0 |
| Ameritas Investment Corp | INVESTMENT ADVISOR | $18,563 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $0 | $5,000 |
| Leafhouse Financial Advosors, LLC | INVESTMENT ADVISOR | $4,641 | not reported in the loaded dataset |