New Horizons Baking Company 401(K) Retirement & Savings Plan For Norwalk Union Bakers — Form 5500 plan (New Horizons Baking Company, LLC)

Plain-English plan 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, New Horizons Baking Company 401(K) Retirement & Savings Plan For Norwalk Union Bakers is a benefit plan reported by New Horizons Baking Company, LLC under EIN 31-1178698 and plan number 003. The latest loaded filing year is 2023. The filing reports 358 participants and $7,864,172 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Horizons Baking Company, LLC
EIN
31-1178698
Plan number
003
Plan type
2
Location
Norwalk, OH
Latest filing year
2023
Participants
358
End-of-year plan assets
$7,864,172

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023358H, C20241015142140NAL0028742577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,864,172
Total liabilities (EOY)
$0
Net assets (EOY)
$7,864,172
Net assets (BOY)
$6,626,246

Income & contributions

Employer contributions
$672,049
Participant contributions
$582,935
Total contributions
$1,254,984
Total income / additions
$2,349,864

Expenses & distributions

Benefits paid
$840,715
Administrative expenses
$58,586
Total expenses
$899,301
Net increase / (decrease)
$1,450,563

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$22,811$02023
Global Retirement Partners LLCADVISOR$19,775not reported in the loaded dataset2023

Related Form 5500 pages