2023 Form 5500 filing — New Horizons Baking Company 401(K) Retirement & Savings Plan For Norwalk Union Bakers
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 20241015142140NAL0028742577001) for New Horizons Baking Company 401(K) Retirement & Savings Plan For Norwalk Union Bakers, reported by New Horizons Baking Company, LLC under EIN 31-1178698 and plan number 003. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142140NAL0028742577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Horizons Baking Company, LLC
- EIN
- 31-1178698
- Plan number
- 003
- Location
- Norwalk, OH
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,864,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,864,172
- Employer contributions
- $672,049
- Participant contributions
- $582,935
- Total income / additions
- $2,349,864
- Benefits paid
- $840,715
- Administrative expenses
- $58,586
- Total expenses
- $899,301
- Net increase / (decrease)
- $1,450,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $22,811 | $0 |
| Global Retirement Partners LLC | ADVISOR | $19,775 | not reported in the loaded dataset |