2023 Form 5500 filing — Semper Virens Bakery Food Cooperative, Inc. 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 20241218103804NAL0007210354001) for Semper Virens Bakery Food Cooperative, Inc. 401(K) Plan, reported by Semper Virens Bakery Food Cooperative, Inc. under EIN 94-2682636 and plan number 001. It reports 87 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.3MReported net assets$19,298,393
Participants87
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241218103804NAL0007210354001
Plan sponsor
Semper Virens Bakery Food Cooperative, Inc.
EIN
94-2682636
Plan number
001
Location
Petaluma, CA
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.3M total assets
Net assets$19.3MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$0
Participant$328.6K
Full reported line items
Total assets (EOY)
$19,298,393
Total liabilities (EOY)
$0
Net assets (EOY)
$19,298,393
Employer contributions
$0
Participant contributions
$328,637
Total income / additions
$2,907,041
Benefits paid
$1,374,971
Administrative expenses
$63,999
Total expenses
$1,438,970
Net increase / (decrease)
$1,468,071

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241218103804NAL0007210354001 cover?
It is the 2023 Form 5500 filing for Semper Virens Bakery Food Cooperative, Inc. 401(K) Plan, reported by Semper Virens Bakery Food Cooperative, Inc. (EIN 94-2682636).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages