2023 Form 5500 filing — Lewis Brothers Bakeries, Inc. Savings 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 20241015163343NAL0030355361001) for Lewis Brothers Bakeries, Inc. Savings Plan, reported by Lewis Brothers Bakeries, Inc. under EIN 37-0636783 and plan number 021. It reports 1,220 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)$26.5MReported net assets$26,459,270

Participants1.2K1,220

Provider compensation$53.5K2 Schedule C row(s)$53,478

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015163343NAL0030355361001
Plan sponsor: Lewis Brothers Bakeries, Inc.
EIN: 37-0636783
Plan number: 021
Location: Evansville, IN
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)$26.5M total assets

Net assets$26.5MLiabilities$0

Money in vs. money out

Total income / additions$5.8M

Total expenses$2.3M

Benefits paid / distributions$2.2M

Contributions

Employer$383.8K

Participant$1.3M

Full reported line items

Total assets (EOY): $26,459,270
Total liabilities (EOY): $0
Net assets (EOY): $26,459,270
Employer contributions: $383,826
Participant contributions: $1,302,690
Total income / additions: $5,841,111
Benefits paid: $2,190,091
Administrative expenses: $65,458
Total expenses: $2,256,280
Net increase / (decrease): $3,584,831

Schedule C

Reported service provider compensation

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

1
Cbiz Investment Advisory Service$43.5K
SERVICE PROVIDER · Direct $9.5K · Indirect $34K
2
Cbiz Benefits & Insurance Services$10K
THIRD PARTY ADMINISTRATO · Direct $0 · Indirect $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015163343NAL0030355361001 cover?: It is the 2023 Form 5500 filing for Lewis Brothers Bakeries, Inc. Savings Plan, reported by Lewis Brothers Bakeries, Inc. (EIN 37-0636783).
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).