2023 Form 5500 filing — Albanese Confectionery 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 20241029082143NAL0002630147001) for Albanese Confectionery 401(K) Plan, reported by Albanese Confectionery under EIN 35-1861174 and plan number 001. It reports 546 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)$9.5MReported net assets$9,474,827
Participants546
Provider compensation$54.5K3 Schedule C row(s)$54,526
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241029082143NAL0002630147001
Plan sponsor
Albanese Confectionery
EIN
35-1861174
Plan number
001
Location
Merrillville, 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)$9.5M total assets
Net assets$9.5MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$733.1K
Benefits paid / distributions$648.4K
Contributions
Employer$519K
Participant$1.7M
Full reported line items
Total assets (EOY)
$9,474,827
Total liabilities (EOY)
$0
Net assets (EOY)
$9,474,827
Employer contributions
$518,987
Participant contributions
$1,748,902
Total income / additions
$3,633,970
Benefits paid
$648,426
Administrative expenses
$72,569
Total expenses
$733,124
Net increase / (decrease)
$2,900,846
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $36.1K · Indirect $0
  2. 2
    Adp, Inc.$18.4K
    RECORD KEEPER · Direct $18.4K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241029082143NAL0002630147001 cover?
It is the 2023 Form 5500 filing for Albanese Confectionery 401(K) Plan, reported by Albanese Confectionery (EIN 35-1861174).
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