The Gonnella Pension Plan — Form 5500 plan (Gonnella 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 Gonnella Pension Plan is a benefit plan reported by Gonnella Baking Company under EIN 36-1143800 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $59,305,626 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gonnella Baking Company
EIN
36-1143800
Plan number
001
Plan type
2
Location
Schaumburg, IL
Latest filing year
2023
Participants
353
End-of-year plan assets
$59,305,626

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023353H, C20241014174144NAL0013702643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,305,626
Total liabilities (EOY)
$59,083
Net assets (EOY)
$59,246,543
Net assets (BOY)
$57,418,389

Income & contributions

Total contributions
$0
Total income / additions
$5,012,203

Expenses & distributions

Benefits paid
$2,896,558
Administrative expenses
$287,491
Total expenses
$3,184,049
Net increase / (decrease)
$1,828,154

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slc ManagementNONE$114,099not reported in the loaded dataset2023
Morgan Stanley Smith BarneyNONE$108,049not reported in the loaded dataset2023
October Three Consulting LLCNONE$40,994not reported in the loaded dataset2023
First State Trust CoNONE$21,323not reported in the loaded dataset2023

Related Form 5500 pages