2023 Form 5500 filing — Cleveland Bakers Charitable Educational Recreational Fund
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 20241014220057NAL0046059280001) for Cleveland Bakers Charitable Educational Recreational Fund, reported by Cleveland Bakers Local No. 19 Cer Fund Joint Board Of Trustees under EIN 34-1001027 and plan number 501. It reports 4,001 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014220057NAL0046059280001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Cleveland Bakers Local No. 19 Cer Fund Joint Board Of Trustees
- EIN
- 34-1001027
- Plan number
- 501
- Location
- Valley View, OH
- Participants
- 4,001
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,094,034
- Total liabilities (EOY)
- $115,864
- Net assets (EOY)
- $978,170
- Employer contributions
- $1,034,379
- Total income / additions
- $1,034,562
- Benefits paid
- $799,745
- Administrative expenses
- $219,207
- Total expenses
- $1,018,952
- Net increase / (decrease)
- $15,610
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Patricia Thomas | EMPLOYEE | $32,752 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $20,433 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips | NONE | $9,922 | not reported in the loaded dataset |
| Your Bean Counters, Inc. | NONE | $8,314 | not reported in the loaded dataset |