2023 Form 5500 filing — Retirement Plan For Non-Bargaining Employees Of Alfred Nickles Bakery, Inc.

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 20250915084012NAL0002508626001) for Retirement Plan For Non-Bargaining Employees Of Alfred Nickles Bakery, Inc., reported by Alfred Nickles Bakery, Inc. under EIN 34-0428345 and plan number 005. It reports 450 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)$45.9MReported net assets$45,912,097
Participants450
Provider compensation$247.3K2 Schedule C row(s)$247,263
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250915084012NAL0002508626001
Plan sponsor
Alfred Nickles Bakery, Inc.
EIN
34-0428345
Plan number
005
Location
Navarre, OH
Received date
not reported in the loaded dataset
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)$58.1M total assets
Net assets$45.9MLiabilities$12.2M
Money in vs. money out
Total income / additions$11.2M
Total expenses$16.5M
Benefits paid / distributions$16.2M
Full reported line items
Total assets (EOY)
$58,130,374
Total liabilities (EOY)
$12,218,277
Net assets (EOY)
$45,912,097
Total income / additions
$11,182,336
Benefits paid
$16,219,630
Administrative expenses
$247,263
Total expenses
$16,466,893
Net increase / (decrease)
-$5,284,557

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bny Mellon, NaNONE$177,365not reported in the loaded dataset
Aetna Life Insurance CompanyNONE$69,898not reported in the loaded dataset

Related Form 5500 pages