2023 Form 5500 filing — United Bakery Equipment Company, Inc. 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 20241014115812NAL0052140738001) for United Bakery Equipment Company, Inc. 401(K)Plan, reported by Dulce Sohm under EIN 48-0774891 and plan number 002. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.8MReported net assets$2,759,508
Participants66
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014115812NAL0052140738001
Plan sponsor
Dulce Sohm
EIN
48-0774891
Plan number
002
Location
Santa Fe Springs, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$654.6K
Total expenses$398.9K
Benefits paid / distributions$370.5K
Contributions
Employer$73.7K
Participant$163.3K
Full reported line items
Total assets (EOY)
$2,759,508
Total liabilities (EOY)
$0
Net assets (EOY)
$2,759,508
Employer contributions
$73,695
Participant contributions
$163,290
Total income / additions
$654,576
Benefits paid
$370,475
Administrative expenses
$4,970
Total expenses
$398,852
Net increase / (decrease)
$255,724

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014115812NAL0052140738001 cover?
It is the 2023 Form 5500 filing for United Bakery Equipment Company, Inc. 401(K)Plan, reported by Dulce Sohm (EIN 48-0774891).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages