2023 Form 5500 filing — Nickles Bakery Employees' 401k 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 20241012110255NAL0024414417001) for Nickles Bakery Employees' 401k Plan, reported by Alfred Nickles Bakery, Inc. under EIN 34-0428345 and plan number 002. It reports 139 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)$15MReported net assets$15,014,093
Participants139
Provider compensation$62.3K4 Schedule C row(s)$62,277
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241012110255NAL0024414417001
- Plan sponsor
- Alfred Nickles Bakery, Inc.
- EIN
- 34-0428345
- Plan number
- 002
- 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)$15M total assets
Net assets$15MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,014,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,014,093
- Employer contributions
- $412,410
- Participant contributions
- $461,837
- Total income / additions
- $3,032,885
- Benefits paid
- $731,471
- Administrative expenses
- $56,473
- Total expenses
- $787,944
- Net increase / (decrease)
- $2,244,941
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Investment Corp | INVESTMENT ADVISOR | $26,922 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $23,622 | $0 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $6,733 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $0 | $5,000 |