Plan5500

Cleveland Bakers Charitable Educational Recreational Fund — Form 5500 plan (Cleveland Bakers Local No. 19 Cer Fund Joint Board Of Trustees)

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, Cleveland Bakers Charitable Educational Recreational Fund is a benefit plan reported by Cleveland Bakers Local No. 19 Cer Fund Joint Board Of Trustees under EIN 34-1001027 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,001 participants and $1,094,034 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cleveland Bakers Local No. 19 Cer Fund Joint Board Of Trustees
EIN
34-1001027
Plan number
501
Plan type
1
Location
Valley View, OH
Latest filing year
2023
Participants
4,001
End-of-year plan assets
$1,094,034

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,001H, C20241014220057NAL0046059280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,094,034
Total liabilities (EOY)
$115,864
Net assets (EOY)
$978,170
Net assets (BOY)
$962,560

Income & contributions

Employer contributions
$1,034,379
Total contributions
$1,034,379
Total income / additions
$1,034,562

Expenses & distributions

Benefits paid
$799,745
Administrative expenses
$219,207
Total expenses
$1,018,952
Net increase / (decrease)
$15,610

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Patricia ThomasEMPLOYEE$32,752not reported in the loaded dataset2023
Rsm Us LlpNONE$20,433not reported in the loaded dataset2023
Faulkner, Hoffman & PhillipsNONE$9,922not reported in the loaded dataset2023
Your Bean Counters, Inc.NONE$8,314not reported in the loaded dataset2023

Related Form 5500 pages