2023 Form 5500 filing — Campagna-Turano Bakery, Inc. Incentive 401(K) Savings Plan And Trust
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 20241025110258NAL0000137600001) for Campagna-Turano Bakery, Inc. Incentive 401(K) Savings Plan And Trust, reported by Campagna-Turano Bakery, Inc. under EIN 36-2588905 and plan number 333. It reports 1,268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241025110258NAL0000137600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Campagna-Turano Bakery, Inc.
- EIN
- 36-2588905
- Plan number
- 333
- Location
- Berwyn, IL
- Participants
- 1,268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,764,778
- Net assets (EOY)
- $90,764,778
- Employer contributions
- $4,003,360
- Participant contributions
- $4,686,894
- Total income / additions
- $21,268,716
- Benefits paid
- $6,364,253
- Administrative expenses
- $176,145
- Total expenses
- $6,653,431
- Net increase / (decrease)
- $14,615,285
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISORY | $109,775 | $0 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $53,088 | $0 |
| Retirement Solution Group | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset |