The Schwebel Baking Company 401k Plan — Form 5500 plan (Schwebel Baking Company)
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, The Schwebel Baking Company 401k Plan is a benefit plan reported by Schwebel Baking Company under EIN 34-0516340 and plan number 004. The latest loaded filing year is 2023. The filing reports 787 participants and $38,531,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schwebel Baking Company
- EIN
- 34-0516340
- Plan number
- 004
- Plan type
- 2
- Location
- Youngstown, OH
- Latest filing year
- 2023
- Participants
- 787
- End-of-year plan assets
- $38,531,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 787 | H, C | 20241015113436NAL0049051712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,531,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,531,139
- Net assets (BOY)
- $37,324,332
Income & contributions
- Employer contributions
- $780,564
- Participant contributions
- $1,392,858
- Total contributions
- $2,206,234
- Total income / additions
- $6,609,521
Expenses & distributions
- Benefits paid
- $5,325,371
- Administrative expenses
- $76,610
- Total expenses
- $5,402,714
- Net increase / (decrease)
- $1,206,807
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $41,366 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance And | NONE | $37,628 | $0 | 2023 |