2023 Form 5500 filing — Gemini Bakery Equipment Company 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 20241014150722NAL0027657969001) for Gemini Bakery Equipment Company 401(K) Plan, reported by Gemini Bakery Equipment Company under EIN 23-1878709 and plan number 001. It reports 154 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)$13.9MReported net assets$13,873,596
Participants154
Provider compensation$38.6K3 Schedule C row(s)$38,632
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014150722NAL0027657969001
Plan sponsor
Gemini Bakery Equipment Company
EIN
23-1878709
Plan number
001
Location
Philadelphia, PA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$13.9M total assets
Net assets$13.9MLiabilities$1.4K
Money in vs. money out
Total income / additions$2.9M
Total expenses$813.5K
Benefits paid / distributions$774.8K
Contributions
Employer$203.3K
Participant$634.2K
Full reported line items
Total assets (EOY)
$13,874,966
Total liabilities (EOY)
$1,370
Net assets (EOY)
$13,873,596
Employer contributions
$203,337
Participant contributions
$634,231
Total income / additions
$2,852,502
Benefits paid
$774,844
Administrative expenses
$38,632
Total expenses
$813,476
Net increase / (decrease)
$2,039,026
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $24.7K
  2. 2
    RECORDKEEPER · Direct $10.7K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $3.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014150722NAL0027657969001 cover?
It is the 2023 Form 5500 filing for Gemini Bakery Equipment Company 401(K) Plan, reported by Gemini Bakery Equipment Company (EIN 23-1878709).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages